Position in VTR
as of Jun 30, 2026
· filed Jul 6, 2026
Position Value
$15,895
+$5,182 QoQ
Shares Held
179
+36.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#813
of 941 holders
Holding Since
Dec 2023
10 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dogwood Wealth Management LLC holds $697,966 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (2.3% of the industry book) .
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,895 | 179 | Shares | Sole | 2026-07-06 | |
| 2026-03-31 | $10,713 | 131 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $9,517 | 123 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $8,188 | 117 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $5,557 | 88 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,925 | 28 | Shares | Sole | 2025-04-30 | |
| 2024-09-30 | $2 | 0 | Shares | Sole | 2025-02-28 | |
| 2024-06-30 | $2 | 0 | Shares | Sole | 2025-03-04 | |
| 2024-03-31 | $1 | 0 | Shares | Sole | 2025-02-28 | |
| 2023-12-31 | $3 | 0 | Shares | Sole | 2025-02-28 | |
| No filing history on record for this holder in this stock. | ||||||