Position in VTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$2,934,840
+$289,257 QoQ
Shares Held
33,050
+2.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#318
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SPIRIT OF AMERICA MANAGEMENT CORP/NY holds $16,572,625 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (17.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
41,725 | $9,470,322 | |
| 2 | VTR |
Ventas, Inc.
This page
|
33,050 | $2,934,840 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
47,000 | $2,240,960 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
28,500 | $1,149,975 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
20,217 | $432,643 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
3,500 | $182,525 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
8,000 | $161,360 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,934,840 | 33,050 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $2,645,583 | 32,350 | Shares | Sole | 2026-04-15 | |
| 2025-12-31 | $2,185,985 | 28,250 | Shares | Sole | 2026-01-15 | |
| 2025-09-30 | $1,326,310 | 18,950 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $1,007,242 | 15,950 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $821,682 | 11,950 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $674,290 | 11,450 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $670,158 | 10,450 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $412,643 | 8,050 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $328,727 | 7,550 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $301,532 | 6,050 | Shares | Sole | 2024-01-22 | |
| 2023-09-30 | $254,886 | 6,050 | Shares | Sole | 2023-10-19 | |
| 2023-06-30 | $285,983 | 6,050 | Shares | Sole | 2023-07-24 | |
| 2023-03-31 | $262,267 | 6,050 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $272,552 | 6,050 | Shares | Sole | 2023-01-18 | |
| 2022-09-30 | $243,028 | 6,050 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $311,151 | 6,050 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $342,768 | 5,550 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $283,716 | 5,550 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $306,415 | 5,550 | Shares | Sole | 2021-10-15 | |
| 2021-06-30 | $288,355 | 5,050 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $269,367 | 5,050 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $296,692 | 6,050 | Shares | Sole | 2021-01-19 | |
| 2020-09-30 | $253,858 | 6,050 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $294,791 | 8,050 | Shares | Sole | 2020-07-10 | |
| 2020-03-31 | $312,220 | 11,650 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||