Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$271,637
+$19,593 QoQ
Shares Held
3,059
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#663
of 942 holders
Holding Since
Dec 2025
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, 2026Dorsey & Whitney Trust CO LLC holds $1,756,015 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (15.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
6,540 | $1,484,378 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,059 | $271,637 |
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $271,637 | 3,059 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $252,044 | 3,082 | Shares | Other | 2026-05-14 | |
| 2025-12-31 | $235,000 | 3,037 | Shares | Other | 2026-02-11 | |
| No filing history on record for this holder in this stock. | ||||||