Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$835,252
+$56,952 QoQ
Shares Held
9,406
-1.2% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#472
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026SIGNATUREFD, LLC holds $6,277,493 across 16 REIT - Healthcare Facilities names. VTR ranks #2 (13.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
14,174 | $3,217,072 | |
| 2 | VTR |
Ventas, Inc.
This page
|
9,406 | $835,252 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,031 | $565,385 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
24,727 | $529,157 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
7,160 | $341,388 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
5,917 | $238,750 | |
| 7 | MPT |
Medical Properties Trust Inc
|
24,388 | $112,672 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
5,716 | $111,519 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $835,252 | 9,406 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $778,300 | 9,517 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $721,104 | 9,319 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $627,250 | 8,962 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $544,289 | 8,619 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $596,836 | 8,680 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $487,432 | 8,277 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $520,735 | 8,120 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $407,773 | 7,955 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $309,743 | 7,114 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $339,111 | 6,804 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $271,612 | 6,447 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $271,235 | 5,738 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $246,661 | 5,690 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $260,298 | 5,778 | Shares | Sole | 2023-01-30 | |
| 2022-09-30 | $192,856 | 4,801 | Shares | Sole | 2022-11-08 | |
| 2022-06-30 | $247,738 | 4,817 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $361,604 | 5,855 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $178,255 | 3,487 | Shares | Sole | 2022-01-25 | |
| 2021-09-30 | $203,228 | 3,681 | Shares | Sole | 2021-10-28 | |
| 2021-06-30 | $183,291 | 3,210 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $163,487 | 3,065 | Shares | Sole | 2021-04-30 | |
| 2020-12-31 | $142,951 | 2,915 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $109,977 | 2,621 | Shares | Sole | 2020-11-03 | |
| 2020-06-30 | $83,640 | 2,284 | Shares | Sole | 2020-07-30 | |
| 2020-03-31 | $36,367 | 1,357 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||