Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$839,160
+$65,767 QoQ
Shares Held
9,450
-0.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.15%
of 13F equity value
Holder Rank
#471
of 941 holders
Holding Since
Mar 2026
2 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, 2026STRATEGY ASSET MANAGERS LLC holds $1,872,554 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (44.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,553 | $1,033,394 | |
| 2 | VTR |
Ventas, Inc.
This page
|
9,450 | $839,160 |
All Filings in VTR
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2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $839,160 | 9,450 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $773,393 | 9,457 | Shares | Sole | 2026-05-12 | |
| No filing history on record for this holder in this stock. | ||||||