Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$3,154,531
+$2,170,335 QoQ
Shares Held
35,524
+179.3% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#310
of 941 holders
Holding Since
Mar 2020
25 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, 2026Janney Montgomery Scott LLC holds $55,638,302 across 12 REIT - Healthcare Facilities names. VTR ranks #4 (5.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,017,422 | $21,772,830 | |
| 2 | WELL |
Welltower Inc.
|
68,059 | $15,447,351 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
86,950 | $4,145,776 | |
| 4 | VTR |
Ventas, Inc.
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|
35,524 | $3,154,531 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
59,443 | $3,099,952 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
135,688 | $2,647,272 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
47,369 | $1,911,339 | |
| 8 | NHI |
National Health Investors Inc
|
19,007 | $1,449,473 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,154,531 | 35,524 | Shares | Sole | 2026-08-05 | |
| 2025-12-31 | $984,196 | 12,719 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $728,805 | 10,413 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $651,392 | 10,315 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $818,312 | 11,901 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $830,584 | 14,104 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $962,334 | 15,006 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $752,496 | 14,680 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $668,817 | 15,361 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $708,226 | 14,210 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $643,830 | 15,282 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $691,418 | 14,627 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $680,464 | 15,697 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $911,721 | 20,238 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $875,023 | 21,783 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $1,109,190 | 21,567 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $910,898 | 14,749 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $734,287 | 14,364 | Shares | Sole | 2022-01-27 | |
| 2021-09-30 | $719,386 | 13,030 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $707,012 | 12,382 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $729,744 | 13,681 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $1,374,100 | 28,020 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $1,123,353 | 26,772 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $1,635,522 | 44,662 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $983,801 | 36,709 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||