Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$822,199
+$359,570 QoQ
Shares Held
9,259
+63.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#476
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, 2026PRINCIPAL SECURITIES, INC. holds $6,410,396 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (12.8% of the industry book) .
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $822,199 | 9,259 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $462,629 | 5,657 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $439,905 | 5,685 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $407,551 | 5,823 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $355,534 | 5,630 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $350,813 | 5,102 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $300,456 | 5,102 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $291,150 | 4,540 | Shares | Sole | 2024-10-28 | |
| 2024-06-30 | $213,344 | 4,162 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $187,962 | 4,317 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $207,533 | 4,164 | Shares | Sole | 2024-05-10 | |
| No filing history on record for this holder in this stock. | ||||||