Position in VTR
as of Jun 30, 2026
· filed Jul 7, 2026
Position Value
$1,006,192
+$83,551 QoQ
Shares Held
11,331
+0.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#445
of 942 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MOODY NATIONAL BANK TRUST DIVISION holds $4,095,660 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (24.6% of the industry book) .
All Filings in VTR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,006,192 | 11,331 | Shares | Defined | 2026-07-07 | |
| 2026-03-31 | $922,641 | 11,282 | Shares | Defined | 2026-04-09 | |
| 2025-12-31 | $846,691 | 10,942 | Shares | Defined | 2026-01-12 | |
| 2025-09-30 | $1,187,170 | 16,962 | Shares | Defined | 2025-10-06 | |
| 2025-06-30 | $964,299 | 15,270 | Shares | Defined | 2025-07-10 | |
| No filing history on record for this holder in this stock. | ||||||