Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$61,427,311
-$86,819,547 QoQ
Shares Held
691,749
-61.8% QoQ
Ownership
0.135%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#86
of 942 holders
Holding Since
Sep 2021
20 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, 2026CI INVESTMENTS INC. holds $211,499,945 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (29.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
609,636 | $138,369,082 | |
| 2 | VTR |
Ventas, Inc.
This page
|
691,749 | $61,427,311 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
111,207 | $5,799,445 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
246,137 | $5,267,331 | |
| 5 | NHP |
National Healthcare Properties, Inc.
|
43,466 | $636,776 |
All Filings in VTR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $61,427,311 | 691,749 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $148,246,858 | 1,812,752 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $178,516,511 | 2,307,011 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $164,786,205 | 2,354,425 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $151,498,555 | 2,399,027 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $178,154,890 | 2,590,967 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $166,348,584 | 2,824,734 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $177,795,037 | 2,772,416 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $130,214,701 | 2,540,279 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $119,965,108 | 2,755,285 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $118,873,233 | 2,385,097 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $10,753,345 | 255,242 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $507,679 | 10,740 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $1,043,261 | 24,066 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $1,144,405 | 25,403 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $521,205 | 12,975 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,520 | 49 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $196,643 | 3,184 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $2,351 | 46 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $2,539 | 46 | Shares | Sole | 2021-11-12 | |
| No filing history on record for this holder in this stock. | ||||||