Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$3,163,144
+$272,058 QoQ
Shares Held
35,621
+0.8% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#311
of 949 holders
Holding Since
Mar 2020
25 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, 2026D.A. DAVIDSON & CO. holds $18,448,281 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (17.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
232,938 | $4,984,873 | |
| 2 | VTR |
Ventas, Inc.
This page
|
35,621 | $3,163,144 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
57,718 | $2,751,994 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
71,150 | $2,669,548 | |
| 5 | WELL |
Welltower Inc.
|
9,137 | $2,073,824 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
42,403 | $1,710,961 | |
| 7 | MPT |
Medical Properties Trust Inc
|
236,783 | $1,093,937 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,163,144 | 35,621 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $2,891,086 | 35,352 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $2,695,068 | 34,829 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $2,489,264 | 35,566 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,156,446 | 34,148 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $2,305,179 | 33,525 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $2,059,559 | 34,973 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $2,231,788 | 34,801 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,769,136 | 34,513 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $1,507,050 | 34,613 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $219,644 | 4,407 | Shares | Sole | 2024-02-09 | |
| 2023-06-30 | $326,824 | 6,914 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $315,718 | 7,283 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $640,295 | 14,213 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $435,362 | 10,838 | Shares | Sole | 2022-11-07 | |
| 2022-06-30 | $542,483 | 10,548 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $585,237 | 9,476 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $378,543 | 7,405 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $417,166 | 7,556 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $514,642 | 9,013 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $422,879 | 7,928 | Shares | Sole | 2021-05-07 | |
| 2020-12-31 | $1,256,306 | 25,618 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $1,919,753 | 45,752 | Shares | Sole | 2020-11-02 | |
| 2020-06-30 | $2,769,314 | 75,623 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,667,013 | 62,202 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||