Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$177,600
-$13,765 QoQ
Shares Held
2,000
-14.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#718
of 942 holders
Holding Since
Dec 2022
13 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, 2026TOMPKINS FINANCIAL CORP holds $284,600 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (62.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
2,000 | $177,600 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
5,000 | $107,000 |
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177,600 | 2,000 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $191,365 | 2,340 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $154,760 | 2,000 | Shares | Defined | 2026-01-08 | |
| 2025-09-30 | $139,980 | 2,000 | Shares | Defined | 2025-10-08 | |
| 2025-06-30 | $126,300 | 2,000 | Shares | Defined | 2025-07-10 | |
| 2025-03-31 | $137,520 | 2,000 | Shares | Defined | 2025-04-07 | |
| 2024-12-31 | $117,780 | 2,000 | Shares | Defined | 2025-01-15 | |
| 2024-09-30 | $128,260 | 2,000 | Shares | Defined | 2024-11-01 | |
| 2024-06-30 | $102,520 | 2,000 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $87,080 | 2,000 | Shares | Defined | 2024-04-08 | |
| 2023-06-30 | $2,836 | 60 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $2,601 | 60 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $2,703 | 60 | Shares | Sole | 2023-01-06 | |
| No filing history on record for this holder in this stock. | ||||||