Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$222,444
New position
Shares Held
2,505
first reported quarter
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#699
of 941 holders
Holding Since
Jun 2026
1 quarter on record
Voting authority
Sole 2%
Shared 0%
None 98%
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Excelsior Advisor Network LLC holds $222,444 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
|
2,505 | $222,444 |
All Filings in VTR
Export CSV
1 filing row on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,444 | 2,505 | Shares | Sole | 2026-08-14 | |
| No filing history on record for this holder in this stock. | ||||||