Position in VTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,334,575
+$150,810 QoQ
Shares Held
15,029
+3.8% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.29%
of 13F equity value
Holder Rank
#411
of 941 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 20261834 INVESTMENT ADVISORS CO holds $5,604,303 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (23.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
199,520 | $4,269,728 | |
| 2 | VTR |
Ventas, Inc.
This page
|
15,029 | $1,334,575 |
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,334,575 | 15,029 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $1,183,765 | 14,475 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,132,533 | 14,636 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $1,022,413 | 14,608 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $935,567 | 14,815 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $995,713 | 14,481 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $836,650 | 14,207 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $922,510 | 14,385 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $797,656 | 15,561 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $617,876 | 14,191 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $596,136 | 11,961 | Shares | Sole | 2024-01-11 | |
| No filing history on record for this holder in this stock. | ||||||