Position in VTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$136,130
+$27,118 QoQ
Shares Held
1,533
+15.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#727
of 941 holders
Holding Since
Mar 2022
7 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, 2026TRUST CO OF TOLEDO NA /OH/ holds $20,464,146 across 7 REIT - Healthcare Facilities names. VTR ranks #4 (0.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
70,713 | $16,049,728 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
121,585 | $2,601,919 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
40,715 | $1,642,850 | |
| 4 | VTR |
Ventas, Inc.
This page
|
1,533 | $136,130 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
281 | $13,398 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
654 | $13,191 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,500 | $6,930 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $136,130 | 1,533 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $109,012 | 1,333 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $105,778 | 1,367 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $95,676 | 1,367 | Shares | Sole | 2025-10-16 | |
| 2025-06-30 | $86,326 | 1,367 | Shares | Sole | 2025-07-24 | |
| 2023-03-31 | $209,814 | 4,840 | Shares | Sole | 2023-04-04 | |
| 2022-03-31 | $208,131 | 3,370 | Shares | Sole | 2022-04-07 | |
| No filing history on record for this holder in this stock. | ||||||