Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$1,710,021
+$474,805 QoQ
Shares Held
19,257
+20.6% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#378
of 942 holders
Holding Since
Mar 2021
21 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, 2026PARK AVENUE SECURITIES LLC holds $9,747,250 across 8 REIT - Healthcare Facilities names. VTR ranks #2 (17.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
21,771 | $4,941,363 | |
| 2 | VTR |
Ventas, Inc.
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|
19,257 | $1,710,021 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
19,263 | $918,459 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
35,794 | $765,991 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
23,941 | $482,889 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,923 | $361,034 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
7,868 | $317,473 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
12,815 | $250,020 |
All Filings in VTR
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21 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,710,021 | 19,257 | Shares | Sole | 2026-07-20 | |
| 2025-12-31 | $1,235,216 | 15,963 | Shares | Sole | 2026-01-05 | |
| 2025-09-30 | $1,122,149 | 16,033 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $1,262,052 | 19,985 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $1,379,394 | 20,061 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $629,651 | 10,692 | Shares | Sole | 2025-01-14 | |
| 2024-09-30 | $752,886 | 11,740 | Shares | Sole | 2024-10-03 | |
| 2024-06-30 | $570,882 | 11,137 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $463,657 | 10,649 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $567,976 | 11,396 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $476,363 | 11,307 | Shares | Sole | 2023-10-26 | |
| 2023-06-30 | $611,626 | 12,939 | Shares | Sole | 2023-07-14 | |
| 2023-03-31 | $448,889 | 10,355 | Shares | Sole | 2023-04-18 | |
| 2022-12-31 | $456,176 | 10,126 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $404,552 | 10,071 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $490,642 | 9,540 | Shares | Sole | 2022-07-27 | |
| 2022-03-31 | $504,888 | 8,175 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $327,832 | 6,413 | Shares | Sole | 2022-04-08 | |
| 2021-09-30 | $337,498 | 6,113 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $341,001 | 5,972 | Shares | Sole | 2021-08-05 | |
| 2021-03-31 | $266,433 | 4,995 | Shares | Sole | 2021-04-28 | |
| No filing history on record for this holder in this stock. | ||||||