Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$88
-$106,490 QoQ
Shares Held
1
-99.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#940
of 941 holders
Holding Since
Dec 2024
3 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, 2026Medallion Wealth Advisors, LLC holds $389,114 across 8 REIT - Healthcare Facilities names. VTR ranks #7 (0.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
6,629 | $345,702 | |
| 2 | UHT |
Universal Health Realty Income Trust
|
626 | $27,456 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
700 | $14,980 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
25 | $487 | |
| 5 | WELL |
Welltower Inc.
|
1 | $226 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
2 | $95 | |
| 7 | VTR |
Ventas, Inc.
This page
|
1 | $88 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
2 | $80 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $88 | 1 | Shares | Sole | 2026-08-14 | |
| 2025-03-31 | $106,578 | 1,550 | Shares | Sole | 2026-04-24 | |
| 2024-12-31 | $91,279 | 1,550 | Shares | Sole | 2026-04-24 | |
| No filing history on record for this holder in this stock. | ||||||