Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$379,797
-$21,497 QoQ
Shares Held
4,277
-12.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#600
of 942 holders
Holding Since
Mar 2022
9 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, 2026SUMMITRY LLC holds $603,177 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (63.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,277 | $379,797 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
4,685 | $223,380 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $379,797 | 4,277 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $401,294 | 4,907 | Shares | Sole | 2026-05-22 | |
| 2025-12-31 | $331,186 | 4,280 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $270,091 | 3,859 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $238,201 | 3,772 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $259,706 | 3,777 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $215,301 | 3,656 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $232,022 | 3,618 | Shares | Sole | 2024-11-07 | |
| 2022-03-31 | $223,447 | 3,618 | Shares | Sole | 2022-05-09 | |
| No filing history on record for this holder in this stock. | ||||||