Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$566,899
-$11,858 QoQ
Shares Held
6,384
-9.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#531
of 942 holders
Holding Since
Jun 2024
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, 2026Essex Financial Services, Inc. holds $2,820,913 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (20.1% of the industry book) .
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $566,899 | 6,384 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $578,757 | 7,077 | Shares | Defined | 2026-04-24 | |
| 2025-12-31 | $601,939 | 7,779 | Shares | Defined | 2026-02-10 | |
| 2025-09-30 | $439,537 | 6,280 | Shares | Defined | 2025-11-07 | |
| 2025-06-30 | $382,373 | 6,055 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $418,198 | 6,082 | Shares | Defined | 2025-04-25 | |
| 2024-12-31 | $350,925 | 5,959 | Shares | Defined | 2025-01-29 | |
| 2024-09-30 | $382,727 | 5,968 | Shares | Defined | 2024-10-24 | |
| 2024-06-30 | $313,147 | 6,109 | Shares | Defined | 2024-08-09 | |
| No filing history on record for this holder in this stock. | ||||||