Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,603,700
+$867,243 QoQ
Shares Held
74,366
+6.0% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#246
of 941 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, 2026AGF MANAGEMENT LTD holds $24,449,100 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (27.0% 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 | $6,603,700 | 74,366 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,736,457 | 70,145 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $4,844,915 | 62,612 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $4,598,902 | 65,708 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $4,105,381 | 65,010 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,906,873 | 56,819 | Shares | Sole | 2025-05-12 | |
| No filing history on record for this holder in this stock. | ||||||