Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$1,240,505,541
-$13,597,300 QoQ
Shares Held
13,969,657
-8.9% QoQ
Ownership
2.72%
of shares outstanding
% of Portfolio
0.64%
of 13F equity value
Holder Rank
#8
of 942 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, 2026PRINCIPAL FINANCIAL GROUP INC holds $5,101,527,919 across 14 REIT - Healthcare Facilities names. VTR ranks #2 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,814,621 | $2,227,624,526 | |
| 2 | VTR |
Ventas, Inc.
This page
|
13,969,657 | $1,240,505,541 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
24,706,070 | $482,015,424 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
8,917,875 | $465,067,179 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
16,760,575 | $358,676,304 | |
| 6 | NHI |
National Health Investors Inc
|
1,977,094 | $150,773,187 | |
| 7 | NHP |
National Healthcare Properties, Inc.
|
4,927,274 | $72,184,563 | |
| 8 | OHI |
Omega Healthcare Investors Inc
|
738,980 | $35,234,565 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,240,505,541 | 13,969,657 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $1,254,102,841 | 15,335,080 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,191,527,726 | 15,398,394 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,079,376,960 | 15,421,874 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $997,841,610 | 15,801,134 | Shares | Defined | 2025-08-08 | |
| 2025-03-31 | $1,132,015,131 | 16,463,280 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $1,097,790,573 | 18,641,375 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,210,454,070 | 18,875,005 | Shares | Defined | 2024-10-31 | |
| 2024-06-30 | $987,879,591 | 19,271,939 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $855,997,617 | 19,660,028 | Shares | Defined | 2024-04-29 | |
| 2023-12-31 | $987,459,734 | 19,812,595 | Shares | Defined | 2024-02-07 | |
| 2023-09-30 | $829,623,158 | 19,691,981 | Shares | Defined | 2023-11-02 | |
| 2023-06-30 | $915,192,672 | 19,360,962 | Shares | Defined | 2023-08-07 | |
| 2023-03-31 | $735,554,823 | 16,967,816 | Shares | Defined | 2023-05-09 | |
| 2022-12-31 | $764,738,615 | 16,975,330 | Shares | Defined | 2023-02-09 | |
| 2022-09-30 | $703,653,229 | 17,516,884 | Shares | Defined | 2022-11-09 | |
| 2022-06-30 | $893,756,915 | 17,378,124 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $1,059,542,206 | 17,155,800 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $842,066,377 | 16,472,347 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $763,277,089 | 13,824,979 | Shares | Defined | 2021-11-09 | |
| 2021-06-30 | $175,260,055 | 3,069,353 | Shares | Defined | 2021-08-10 | |
| 2021-03-31 | $30,713,651 | 575,809 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $30,540,688 | 622,771 | Shares | Defined | 2021-02-23 | |
| 2020-09-30 | $227,788,502 | 5,428,706 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $24,849,416 | 678,575 | Shares | Defined | 2020-08-05 | |
| 2020-03-31 | $15,083,280 | 562,809 | Shares | Defined | 2020-05-12 | |
| No filing history on record for this holder in this stock. | ||||||