Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,448,567
+$651,429 QoQ
Shares Held
72,619
+2.4% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#250
of 942 holders
Holding Since
Jun 2022
17 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, 2026New York Life Investment Management LLC holds $36,424,445 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (17.7% of the industry book) .
All Filings in VTR
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17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,448,567 | 72,619 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $5,797,138 | 70,887 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $5,248,762 | 67,831 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $4,624,449 | 66,073 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,244,311 | 67,210 | Shares | Sole | 2025-08-01 | |
| 2025-03-31 | $4,417,898 | 64,251 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $3,654,713 | 62,060 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $7,101,050 | 110,729 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $5,966,971 | 116,406 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $5,161,187 | 118,539 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $6,034,128 | 121,070 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,955,250 | 70,146 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $3,321,048 | 70,257 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $3,130,909 | 72,224 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $3,325,455 | 73,817 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $2,982,984 | 74,259 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $3,244,255 | 63,081 | Shares | Sole | 2022-08-12 | |
| No filing history on record for this holder in this stock. | ||||||