Position in HR
as of Mar 31, 2026
· filed Apr 28, 2026
Position Value
$849
+$383 QoQ
Shares Held
50
+51.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
15 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in HR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WHITTIER TRUST CO holds $1,321,334 across 7 REIT - Healthcare Facilities names.
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
|
6,499 | $577,111 | |
| 2 | WELL |
Welltower Inc.
|
2,356 | $534,741 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
2,185 | $104,180 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
3,990 | $85,386 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
206 | $10,742 | |
| 6 | NHI |
National Health Investors Inc
|
63 | $4,804 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
224 | $4,370 |
All Filings in HR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $849 | 50 | Shares | Sole | 2026-04-28 | |
| 2024-03-31 | $466 | 33 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $568 | 33 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $503 | 33 | Shares | Sole | 2023-10-27 | |
| 2023-06-30 | $18,067 | 958 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $49,445 | 2,558 | Shares | Sole | 2023-04-21 | |
| 2022-12-31 | $49,291 | 2,558 | Shares | Sole | 2023-01-25 | |
| 2022-09-30 | $80,543 | 3,863 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 HTA | — | 1,338 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 HTA | — | 1,338 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 HTA | — | 1,338 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 HTA | — | 1,338 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 HTA | — | 1,338 | Shares | Sole | 2021-07-29 | |
| 2021-03-31 HTA | — | 1,338 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 HTA | — | 1,338 | Shares | Sole | 2021-01-29 | |
| No filing history on record for this holder in this stock. | ||||||