Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$177
-$7,919 QoQ
Shares Held
2
-98.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#933
of 941 holders
Holding Since
Mar 2020
26 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, 2026Plante Moran Financial Advisors, LLC holds $54,296 across 6 REIT - Healthcare Facilities names. VTR ranks #6 (0.3% of the industry book) .
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $177 | 2 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $8,096 | 99 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $7,660 | 99 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $6,929 | 99 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $6,251 | 99 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $6,807 | 99 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $5,830 | 99 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $6,348 | 99 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $5,074 | 99 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $4,310 | 99 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,934 | 99 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $4,170 | 99 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $4,679 | 99 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $4,291 | 99 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $4,459 | 99 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $3,976 | 99 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $6,788 | 132 | Shares | Sole | 2022-08-02 | |
| 2022-03-31 | $6,114 | 99 | Shares | Sole | 2022-05-06 | |
| 2021-12-31 | $5,060 | 99 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $5,465 | 99 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $5,652 | 99 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $5,280 | 99 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $88,222 | 1,799 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $4,154 | 99 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $3,625 | 99 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $3,457 | 129 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||