Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,953
-$1,890 QoQ
Shares Held
22
-53.2% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#894
of 941 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, 2026Clark Wealth Partners holds $12,179 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (16.0% of the industry book) .
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,953 | 22 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $3,843 | 47 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $4,101 | 53 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $3,709 | 53 | Shares | Sole | 2026-02-04 | |
| 2025-06-30 | $1,389 | 22 | Shares | Sole | 2026-02-04 | |
| 2025-03-31 | $1,443 | 21 | Shares | Sole | 2026-02-04 | |
| 2024-12-31 | $1,118 | 19 | Shares | Sole | 2026-02-04 | |
| No filing history on record for this holder in this stock. | ||||||