Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$403,951
-$30,873 QoQ
Shares Held
4,549
-14.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#589
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, 2026PETTYJOHN, WOOD & WHITE, INC holds $1,120,268 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (36.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,156 | $716,317 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,549 | $403,951 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,951 | 4,549 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $434,824 | 5,317 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $423,036 | 5,467 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $414,690 | 5,925 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $394,687 | 6,250 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $429,750 | 6,250 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $368,062 | 6,250 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $404,019 | 6,300 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $346,005 | 6,750 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $379,886 | 8,725 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $448,560 | 9,000 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $379,170 | 9,000 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $489,008 | 10,345 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $600,180 | 13,845 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $777,337 | 17,255 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $734,789 | 18,292 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,015,228 | 19,740 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $1,280,902 | 20,740 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,134,864 | 22,200 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $1,278,111 | 23,150 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $1,371,827 | 24,025 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $1,349,502 | 25,300 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $1,240,368 | 25,293 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $1,497,972 | 35,700 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $1,739,376 | 47,498 | Shares | Sole | 2020-08-04 | |
| 2020-03-31 | $1,507,178 | 56,238 | Shares | Sole | 2020-04-20 | |
| No filing history on record for this holder in this stock. | ||||||