Position in VTR
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$2,475,388
+$214,253 QoQ
Shares Held
27,876
+0.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
1.63%
of 13F equity value
Holder Rank
#331
of 942 holders
Holding Since
Dec 2025
3 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, 2026SHRIER WEALTH MANAGEMENT, LLC holds $3,133,374 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (79.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
27,876 | $2,475,388 | |
| 2 | WELL |
Welltower Inc.
|
2,899 | $657,986 |
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,475,388 | 27,876 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $2,261,135 | 27,649 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,137,622 | 27,625 | Shares | Sole | 2026-01-15 | |
| No filing history on record for this holder in this stock. | ||||||