Position in VTR
as of Jun 30, 2026
· filed Jul 2, 2026
Position Value
$153,357
+$12,696 QoQ
Shares Held
1,727
+0.4% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#708
of 925 holders
Holding Since
Mar 2020
26 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, 2026MassMutual Private Wealth & Trust, FSB holds $1,040,417 across 14 REIT - Healthcare Facilities names. VTR ranks #2 (14.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,973 | $674,781 | |
| 2 | VTR |
Ventas, Inc.
This page
|
1,727 | $153,357 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
3,149 | $67,388 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
906 | $43,198 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
919 | $37,081 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
1,435 | $28,943 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
533 | $10,398 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
139 | $7,248 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $153,357 | 1,727 | Shares | Sole | 2026-07-02 | |
| 2026-03-31 | $140,661 | 1,720 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $139,903 | 1,808 | Shares | Sole | 2026-01-07 | |
| 2025-09-30 | $125,002 | 1,786 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $109,881 | 1,740 | Shares | Sole | 2025-07-09 | |
| 2025-03-31 | $119,711 | 1,741 | Shares | Sole | 2025-04-01 | |
| 2024-12-31 | $100,348 | 1,704 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $101,197 | 1,578 | Shares | Sole | 2024-10-02 | |
| 2024-06-30 | $83,502 | 1,629 | Shares | Sole | 2024-07-02 | |
| 2024-03-31 | $84,293 | 1,936 | Shares | Sole | 2024-04-09 | |
| 2023-12-31 | $70,174 | 1,408 | Shares | Sole | 2024-01-03 | |
| 2023-09-30 | $34,209 | 812 | Shares | Sole | 2023-10-04 | |
| 2023-06-30 | $37,059 | 784 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $34,940 | 806 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $23,606 | 524 | Shares | Sole | 2023-01-06 | |
| 2022-09-30 | $10,082 | 251 | Shares | Sole | 2022-10-07 | |
| 2022-06-30 | $10,800 | 210 | Shares | Sole | 2022-07-07 | |
| 2022-03-31 | $17,478 | 283 | Shares | Sole | 2022-04-08 | |
| 2021-12-31 | $7,105 | 139 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $9,661 | 175 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $9,992 | 175 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $10,241 | 192 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $8,140 | 166 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $5,035 | 120 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $5,126 | 140 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $6,941 | 259 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||