Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$443,556
+$35,065 QoQ
Shares Held
4,995
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#572
of 941 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, 2026Edgemoor Investment Advisors, Inc. holds $3,702,845 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,360 | $3,259,289 | |
| 2 | VTR |
Ventas, Inc.
This page
|
4,995 | $443,556 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $443,556 | 4,995 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $408,491 | 4,995 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $393,090 | 5,080 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $357,298 | 5,105 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $322,380 | 5,105 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $351,019 | 5,105 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $300,633 | 5,105 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $327,383 | 5,105 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $261,682 | 5,105 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $466,966 | 10,725 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $682,459 | 13,693 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $684,528 | 16,248 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $768,042 | 16,248 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $704,350 | 16,248 | Shares | Sole | 2023-05-09 | |
| 2022-12-31 | $731,972 | 16,248 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $675,579 | 16,818 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $864,949 | 16,818 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $1,018,916 | 16,498 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $820,373 | 16,048 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $910,854 | 16,498 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,001,362 | 17,537 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $935,423 | 17,537 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $860,014 | 17,537 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $735,852 | 17,537 | Shares | Sole | 2020-11-10 | |
| 2020-06-30 | $654,106 | 17,862 | Shares | Sole | 2020-08-05 | |
| 2020-03-31 | $478,701 | 17,862 | Shares | Sole | 2020-05-06 | |
| No filing history on record for this holder in this stock. | ||||||