Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$395,870
+$30,968 QoQ
Shares Held
4,458
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#594
of 941 holders
Holding Since
Jun 2021
15 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, 2026WHITTIER TRUST CO OF NEVADA INC holds $1,572,739 across 9 REIT - Healthcare Facilities names. VTR ranks #2 (25.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,177 | $948,052 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,458 | $395,870 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
6,762 | $136,389 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
800 | $38,144 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
529 | $21,345 | |
| 6 | LTC |
Ltc Properties Inc
|
500 | $19,225 | |
| 7 | MPT |
Medical Properties Trust Inc
|
1,500 | $6,930 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
126 | $6,570 |
All Filings in VTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,870 | 4,458 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $364,902 | 4,462 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $344,495 | 4,452 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $311,595 | 4,452 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $281,143 | 4,452 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $306,119 | 4,452 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $262,178 | 4,452 | Shares | Sole | 2025-02-11 | |
| 2024-09-30 | $448 | 7 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $358 | 7 | Shares | Sole | 2024-07-29 | |
| 2022-09-30 | $562 | 14 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $720 | 14 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $2,532 | 41 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $2,095 | 41 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $6,901 | 125 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $4,796 | 84 | Shares | Sole | 2021-07-29 | |
| No filing history on record for this holder in this stock. | ||||||