Position in VTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$130,929
-$8,276 QoQ
Shares Held
1,601
-11.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 9%
Shared 0%
None 91%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Parkside Financial Bank & Trust holds $879,193 across 13 REIT - Healthcare Facilities names. VTR ranks #3 (14.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,034 | $402,141 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
15,007 | $246,564 | |
| 3 | VTR |
Ventas, Inc.
This page
|
1,601 | $130,929 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
1,505 | $28,941 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
361 | $17,024 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
438 | $16,052 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
283 | $12,400 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
652 | $11,077 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $130,929 | 1,601 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $139,205 | 1,799 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $120,662 | 1,724 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $103,439 | 1,638 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $111,115 | 1,616 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $87,333 | 1,483 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $92,731 | 1,446 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $73,762 | 1,439 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $86,644 | 1,990 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $122,655 | 2,461 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $102,965 | 2,444 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $106,404 | 2,251 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $96,453 | 2,225 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $100,055 | 2,221 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $45,070 | 1,122 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $85,321 | 1,659 | Shares | Sole | 2022-07-13 | |
| 2022-03-31 | $100,668 | 1,630 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $187,814 | 3,674 | Shares | Defined | 2022-03-01 | |
| 2021-09-30 | $30,751 | 557 | Shares | Defined | 2021-10-29 | |
| 2021-06-30 | $30,491 | 534 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $26,509 | 497 | Shares | Defined | 2021-05-10 | |
| 2020-12-31 | $22,459 | 458 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $17,874 | 426 | Shares | Defined | 2020-11-06 | |
| 2020-06-30 | $13,769 | 376 | Shares | Defined | 2020-08-10 | |
| 2020-03-31 | $8,629 | 322 | Shares | Defined | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||