Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$701,786
+$53,516 QoQ
Shares Held
7,903
-0.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#500
of 942 holders
Holding Since
Sep 2025
4 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, 2026TRED AVON FAMILY WEALTH, LLC holds $1,918,761 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (36.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SBRA |
Sabra Health Care REIT, Inc.
|
62,377 | $1,216,975 | |
| 2 | VTR |
Ventas, Inc.
This page
|
7,903 | $701,786 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $701,786 | 7,903 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $648,270 | 7,927 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $670,497 | 8,665 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $558,170 | 7,975 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||