Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$10,922
+$4,953 QoQ
Shares Held
123
+68.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#831
of 941 holders
Holding Since
Dec 2025
3 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, 2026Cornerstone Financial Management LLC holds $328,826 across 10 REIT - Healthcare Facilities names. VTR ranks #2 (3.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,318 | $299,146 | |
| 2 | VTR |
Ventas, Inc.
This page
|
123 | $10,922 | |
| 3 | LTC |
Ltc Properties Inc
|
126 | $4,844 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
112 | $4,519 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
54 | $2,574 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
130 | $2,536 | |
| 7 | NHI |
National Health Investors Inc
|
23 | $1,753 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
60 | $1,210 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $10,922 | 123 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $5,969 | 73 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $5,958 | 77 | Shares | Sole | 2026-02-13 | |
| No filing history on record for this holder in this stock. | ||||||