Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$312,890
+$45,465 QoQ
Shares Held
3,826
+10.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
10 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026BROWN ADVISORY INC holds $9,285,569 across 8 REIT - Healthcare Facilities names. VTR ranks #7 (3.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
22,679 | $4,483,865 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
53,063 | $2,325,220 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
37,587 | $617,554 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
31,143 | $529,119 | |
| 5 | CHCT |
Community Healthcare Trust Inc
|
30,765 | $488,855 | |
| 6 | NHI |
National Health Investors Inc
|
4,000 | $323,440 | |
| 7 | VTR |
Ventas, Inc.
This page
|
3,826 | $312,890 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
10,641 | $204,626 |
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $312,890 | 3,826 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $267,425 | 3,456 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $272,751 | 3,897 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $262,009 | 4,149 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $277,514 | 4,036 | Shares | Defined | 2025-04-30 | |
| 2024-12-31 | $243,685 | 4,138 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $259,277 | 4,043 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $219,135 | 4,275 | Shares | Defined | 2024-08-14 | |
| 2023-12-31 | $202,549 | 4,064 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $243,974 | 5,791 | Shares | Defined | 2023-10-25 | |
| No filing history on record for this holder in this stock. | ||||||