Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$343,389
+$26,737 QoQ
Shares Held
3,867
-0.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#617
of 941 holders
Holding Since
Mar 2020
26 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, 2026North Star Investment Management Corp. holds $1,380,694 across 10 REIT - Healthcare Facilities names. VTR ranks #1 (24.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,867 | $343,389 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
5,936 | $283,028 | |
| 3 | WELL |
Welltower Inc.
|
1,030 | $233,779 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
8,600 | $167,786 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
7,586 | $162,340 | |
| 6 | NHI |
National Health Investors Inc
|
1,150 | $87,699 | |
| 7 | LTC |
Ltc Properties Inc
|
1,250 | $48,062 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
916 | $47,769 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $343,389 | 3,867 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $316,652 | 3,872 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $322,365 | 4,166 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $312,645 | 4,467 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $281,649 | 4,460 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $341,049 | 4,960 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $315,650 | 5,360 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $363,873 | 5,674 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $290,849 | 5,674 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $247,045 | 5,674 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $282,742 | 5,673 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $257,961 | 6,123 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $184,258 | 3,898 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $80,284 | 1,852 | Shares | Sole | 2023-04-27 | |
| 2022-12-31 | $83,432 | 1,852 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $73,752 | 1,836 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $94,425 | 1,836 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $113,391 | 1,836 | Shares | Sole | 2022-05-03 | |
| 2021-12-31 | $107,198 | 2,097 | Shares | Sole | 2022-02-07 | |
| 2021-09-30 | $104,733 | 1,897 | Shares | Sole | 2021-10-20 | |
| 2021-06-30 | $69,719 | 1,221 | Shares | Sole | 2021-07-13 | |
| 2021-03-31 | $65,128 | 1,221 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $59,877 | 1,221 | Shares | Sole | 2021-01-12 | |
| 2020-09-30 | $61,093 | 1,456 | Shares | Sole | 2020-10-13 | |
| 2020-06-30 | $53,318 | 1,456 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $39,020 | 1,456 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||