Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$223,420
-$26,285 QoQ
Shares Held
2,516
-22.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#697
of 941 holders
Holding Since
Sep 2025
3 quarters on record
Voting authority
Sole 11%
Shared 0%
None 89%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Keel Point, LLC holds $990,349 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (22.6% of the industry book) .
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $223,420 | 2,516 | Shares | Sole | 2026-08-14 | |
| 2025-12-31 | $249,705 | 3,227 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $204,090 | 2,916 | Shares | Sole | 2025-12-16 | |
| No filing history on record for this holder in this stock. | ||||||