Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$15,717
+$1,242 QoQ
Shares Held
177
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#816
of 942 holders
Holding Since
Mar 2025
6 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, 2026OGOREK ANTHONY JOSEPH /NY/ /ADV holds $46,365 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (33.9% of the industry book) .
All Filings in VTR
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6 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,717 | 177 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $14,475 | 177 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $10,755 | 139 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $7,278 | 104 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $5,115 | 81 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $7,082 | 103 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||