Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$49,195
-$3,225 QoQ
Shares Held
554
-13.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#199
of 274 holders
Holding Since
Sep 2023
12 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, 2026CREATIVE FINANCIAL DESIGNS INC /ADV holds $1,764,047 across 10 REIT - Healthcare Facilities names. VTR ranks #7 (2.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SILA |
Sila Realty Trust, Inc.
|
22,471 | $682,219 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
13,976 | $299,086 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
5,540 | $288,911 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,317 | $205,834 | |
| 5 | WELL |
Welltower Inc.
|
589 | $133,685 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
5,455 | $99,717 | |
| 7 | VTR |
Ventas, Inc.
This page
|
554 | $49,195 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
72 | $3,157 |
All Filings in VTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $49,195 | 554 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $52,420 | 641 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $48,672 | 629 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $44,023 | 629 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $42,184 | 668 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $45,931 | 668 | Shares | Sole | 2025-04-23 | |
| 2024-12-31 | $39,044 | 663 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $42,518 | 663 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $46,082 | 899 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $40,622 | 933 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $32,296 | 648 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $26,541 | 630 | Shares | Sole | 2023-11-14 | |
| No filing history on record for this holder in this stock. | ||||||