Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,907
+$3,549 QoQ
Shares Held
44
+528.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#873
of 942 holders
Holding Since
Dec 2023
4 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, 2026Provenance Wealth Advisors, LLC holds $262,928 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (1.5% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,907 | 44 | Shares | Sole | 2026-07-24 | |
| 2024-06-30 | $358 | 7 | Shares | Sole | 2025-08-15 | |
| 2024-03-31 | $304 | 7 | Shares | Sole | 2025-08-15 | |
| 2023-12-31 | $348 | 7 | Shares | Sole | 2025-08-15 | |
| No filing history on record for this holder in this stock. | ||||||