Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$2,397
+$517 QoQ
Shares Held
27
+17.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#890
of 942 holders
Holding Since
Dec 2024
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Whipplewood Advisors, LLC holds $387,565 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,697 | $385,168 | |
| 2 | VTR |
Ventas, Inc.
This page
|
27 | $2,397 |
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,397 | 27 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,880 | 23 | Shares | Sole | 2026-04-30 | |
| 2025-06-30 | $1,452 | 23 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $412 | 6 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $18,903 | 321 | Shares | Sole | 2025-02-05 | |
| No filing history on record for this holder in this stock. | ||||||