Position in VTR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$728,820
+$170,294 QoQ
Shares Held
8,912
+23.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 91.35996409335728.ToString("F0")%
Shared 0.ToString("F0")%
None 8.64003590664273.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BESSEMER GROUP INC holds $26,848,686 across 13 REIT - Healthcare Facilities names. VTR ranks #4 (2.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
522,120 | $19,135,694 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
202,802 | $3,445,603 | |
| 3 | WELL |
Welltower Inc.
|
16,738 | $3,309,266 | |
| 4 | VTR |
Ventas, Inc.
This page
|
8,912 | $728,820 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
1,505 | $65,947 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
2,184 | $41,997 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
2,186 | $35,915 | |
| 8 | UHT |
Universal Health Realty Income Trust
|
759 | $30,715 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $728,820 | 8,912 | Shares | Defined | 2026-05-06 | |
| 2025-12-31 | $558,526 | 7,218 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $469,700 | 6,711 | Shares | Defined | 2025-11-05 | |
| 2025-06-30 | $391,655 | 6,202 | Shares | Defined | 2025-08-01 | |
| 2025-03-31 | $460,690 | 6,700 | Shares | Defined | 2025-04-23 | |
| 2024-12-31 | $375,245 | 6,372 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $425,692 | 6,638 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $326,319 | 6,366 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $230,412 | 5,292 | Shares | Defined | 2024-08-13 | |
| 2023-12-31 | $252,088 | 5,058 | Shares | Defined | 2024-02-09 | |
| 2023-09-30 | $195,566 | 4,642 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $213,800 | 4,523 | Shares | Defined | 2023-08-10 | |
| 2023-03-31 | $176,346 | 4,068 | Shares | Defined | 2023-05-10 | |
| 2022-12-31 | $185,469 | 4,117 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $204,423 | 5,089 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $296,029 | 5,756 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $354,810 | 5,745 | Shares | Defined | 2022-05-12 | |
| 2021-12-31 | $258,411 | 5,055 | Shares | Defined | 2022-01-27 | |
| 2021-09-30 | $227,574 | 4,122 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $190,827 | 3,342 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $177,782 | 3,333 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $158,496 | 3,232 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $143,040 | 3,409 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $121,540 | 3,319 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $133,115 | 4,967 | Shares | Defined | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||