Position in VTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$1,164,787
+$55,116 QoQ
Shares Held
13,117
-3.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#38
of 112 holders
Holding Since
Mar 2022
17 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, 2026Ballentine Partners, LLC holds $6,265,925 across 8 REIT - Healthcare Facilities names. VTR ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
10,536 | $2,391,354 | |
| 2 | VTR |
Ventas, Inc.
This page
|
13,117 | $1,164,787 | |
| 3 | CHCT |
Community Healthcare Trust Inc
|
33,606 | $614,317 | |
| 4 | LTC |
Ltc Properties Inc
|
15,514 | $596,513 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
10,543 | $549,817 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
12,787 | $515,955 | |
| 7 | XRN |
Chiron Real Estate Inc.
|
8,223 | $308,526 | |
| 8 | MPT |
Medical Properties Trust Inc
|
26,982 | $124,656 |
All Filings in VTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,164,787 | 13,117 | Shares | Other | 2026-07-17 | |
| 2026-03-31 | $1,109,671 | 13,569 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $1,050,586 | 13,577 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $842,049 | 12,031 | Shares | Other | 2025-11-03 | |
| 2025-06-30 | $739,044 | 11,703 | Shares | Other | 2025-07-15 | |
| 2025-03-31 | $735,662 | 10,699 | Shares | Other | 2025-05-01 | |
| 2024-12-31 | $580,419 | 9,856 | Shares | Other | 2025-01-16 | |
| 2024-09-30 | $611,863 | 9,541 | Shares | Other | 2024-10-23 | |
| 2024-06-30 | $473,487 | 9,237 | Shares | Other | 2024-08-06 | |
| 2024-03-31 | $384,022 | 8,820 | Shares | Other | 2024-04-11 | |
| 2023-12-31 | $415,466 | 8,336 | Shares | Other | 2024-01-23 | |
| 2023-09-30 | $327,265 | 7,768 | Shares | Other | 2023-10-19 | |
| 2023-06-30 | $365,395 | 7,730 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $374,977 | 8,650 | Shares | Other | 2023-04-27 | |
| 2022-12-31 | $358,282 | 7,953 | Shares | Other | 2023-01-27 | |
| 2022-06-30 | $246,554 | 4,794 | Shares | Other | 2022-08-09 | |
| 2022-03-31 | $322,324 | 5,219 | Shares | Sole | 2022-05-05 | |
| No filing history on record for this holder in this stock. | ||||||