Position in VTR
as of Jun 30, 2026
· filed Jul 20, 2026
Position Value
$27,084
+$2,142 QoQ
Shares Held
305
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#788
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, 2026FARMERS & MERCHANTS INVESTMENTS INC holds $1,537,827 across 11 REIT - Healthcare Facilities names. VTR ranks #2 (1.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,442 | $1,462,140 | |
| 2 | VTR |
Ventas, Inc.
This page
|
305 | $27,084 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
250 | $11,920 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
390 | $8,346 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
195 | $7,868 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
145 | $7,561 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
315 | $6,353 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
205 | $3,999 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $27,084 | 305 | Shares | Sole | 2026-07-20 | |
| 2026-03-31 | $24,942 | 305 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $23,600 | 305 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $21,346 | 305 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $18,313 | 290 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $18,565 | 270 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $15,900 | 270 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $17,315 | 270 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $13,840 | 270 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $11,755 | 270 | Shares | Sole | 2024-04-18 | |
| 2023-12-31 | $13,456 | 270 | Shares | Sole | 2024-01-23 | |
| 2023-09-30 | $11,375 | 270 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $12,762 | 270 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $11,704 | 270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $11,938 | 265 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $10,645 | 265 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $17,486 | 340 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $20,998 | 340 | Shares | Sole | 2022-04-19 | |
| 2021-12-31 | $16,256 | 318 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $65,423 | 1,185 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $11,134 | 195 | Shares | Sole | 2021-07-16 | |
| 2021-03-31 | $10,401 | 195 | Shares | Sole | 2021-04-14 | |
| 2020-12-31 | $9,562 | 195 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $8,182 | 195 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $7,140 | 195 | Shares | Sole | 2020-07-21 | |
| 2020-03-31 | $4,824 | 180 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||