Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$222,000
-$17,615 QoQ
Shares Held
2,500
-14.7% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#700
of 942 holders
Holding Since
Mar 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026BANK OF STOCKTON holds $222,000 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
2,500 | $222,000 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $222,000 | 2,500 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $239,615 | 2,930 | Shares | Sole | 2026-04-29 | |
| 2025-09-30 | $212,069 | 3,030 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $254,494 | 4,030 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $275,040 | 4,000 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $235,560 | 4,000 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $384,780 | 6,000 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $410,080 | 8,000 | Shares | Sole | 2024-07-25 | |
| 2020-03-31 | $248,730 | 9,281 | Shares | Sole | 2020-04-07 | |
| No filing history on record for this holder in this stock. | ||||||