Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$2,160,681
+$404,783 QoQ
Shares Held
24,332
+13.3% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#351
of 942 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, 2026Sigma Planning Corp holds $7,909,989 across 8 REIT - Healthcare Facilities names. VTR ranks #1 (27.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
24,332 | $2,160,681 | |
| 2 | WELL |
Welltower Inc.
|
8,406 | $1,907,909 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
82,922 | $1,774,530 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
15,043 | $717,250 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
12,354 | $644,261 | |
| 6 | 13,824 | $419,696 | |||
| 7 | LTC |
Ltc Properties Inc
|
5,317 | $204,438 | |
| 8 | MPT |
Medical Properties Trust Inc
|
17,581 | $81,224 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,160,681 | 24,332 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $1,755,898 | 21,471 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,316,620 | 17,015 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $1,817,640 | 25,970 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,356,904 | 21,487 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $1,356,841 | 19,733 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,174,973 | 19,952 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $1,574,519 | 24,552 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $1,113,879 | 21,730 | Shares | Sole | 2024-08-06 | |
| 2024-03-31 | $937,503 | 21,532 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $502,686 | 10,086 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $918,644 | 21,805 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $900,115 | 19,042 | Shares | Sole | 2023-08-02 | |
| 2023-03-31 | $793,305 | 18,300 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $851,490 | 18,901 | Shares | Sole | 2023-01-24 | |
| 2022-09-30 | $936,764 | 23,320 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,178,827 | 22,921 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,441,601 | 23,342 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $805,753 | 15,762 | Shares | Sole | 2022-02-02 | |
| 2021-09-30 | $782,933 | 14,181 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $840,055 | 14,712 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $847,199 | 15,883 | Shares | Sole | 2021-05-06 | |
| 2020-12-31 | $728,636 | 14,858 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $725,740 | 17,296 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $677,689 | 18,506 | Shares | Sole | 2020-07-31 | |
| 2020-03-31 | $426,495 | 15,914 | Shares | Sole | 2020-05-01 | |
| No filing history on record for this holder in this stock. | ||||||