Position in VTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$91,108
+$7,202 QoQ
Shares Held
1,026
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
1.15%
of 13F equity value
Holder Rank
#741
of 942 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, 2026Longview Financial Advisors LLC holds $91,108 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
1,026 | $91,108 |
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $91,108 | 1,026 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $83,906 | 1,026 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $79,391 | 1,026 | Shares | Sole | 2026-01-14 | |
| 2025-09-30 | $71,809 | 1,026 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $64,791 | 1,026 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $70,547 | 1,026 | Shares | Sole | 2025-08-06 | |
| 2024-12-31 | $60,421 | 1,026 | Shares | Sole | 2025-08-06 | |
| No filing history on record for this holder in this stock. | ||||||