Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$4,972
+$4,918 QoQ
Shares Held
56
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#864
of 941 holders
Holding Since
Sep 2024
3 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, 2026BOK Financial Private Wealth, Inc. holds $11,155 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (44.6% of the industry book) .
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,972 | 56 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $54 | 0 | Shares | Sole | 2026-05-12 | |
| 2024-09-30 | $20,136 | 314 | Shares | Sole | 2024-11-13 | |
| No filing history on record for this holder in this stock. | ||||||