Position in VTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$6,038
+$477 QoQ
Shares Held
68
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#855
of 941 holders
Holding Since
Dec 2024
7 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, 2026Fourth Dimension Wealth, LLC holds $99,322 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (6.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
411 | $93,284 | |
| 2 | VTR |
Ventas, Inc.
This page
|
68 | $6,038 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,038 | 68 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $5,561 | 68 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $5,261 | 68 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $6,999 | 100 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $6,315 | 100 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,876 | 100 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $5,889 | 100 | Shares | Sole | 2025-02-18 | |
| No filing history on record for this holder in this stock. | ||||||