Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,598
+$1,596 QoQ
Shares Held
18
-50.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#901
of 941 holders
Holding Since
Sep 2022
10 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, 2026VALLEY NATIONAL ADVISERS INC holds $152,960 across 4 REIT - Healthcare Facilities names. VTR ranks #4 (1.0% of the industry book) .
All Filings in VTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,598 | 18 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2 | 36 | Shares | Sole | 2026-04-15 | |
| 2024-06-30 | $4 | 95 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $3,265 | 75 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $4 | 90 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $1,053 | 25 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $1 | 10 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $433 | 10 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $450 | 10 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $401 | 10 | Shares | Sole | 2022-11-08 | |
| No filing history on record for this holder in this stock. | ||||||