Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$558,818
-$66,308 QoQ
Shares Held
6,293
-17.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#533
of 942 holders
Holding Since
Mar 2026
2 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, 2026LEGACY FINANCIAL INDEPENDENT ADVISORS LLC holds $1,364,615 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (41.0% of the industry book) .
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $558,818 | 6,293 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $625,126 | 7,644 | Shares | Sole | 2026-05-05 | |
| No filing history on record for this holder in this stock. | ||||||