Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$98,276,203
+$2,615,685 QoQ
Shares Held
1,106,714
-5.4% QoQ
Ownership
0.216%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#59
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 97%
Shared 0%
None 3%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NEUBERGER BERMAN GROUP LLC holds $304,761,399 across 12 REIT - Healthcare Facilities names. VTR ranks #2 (32.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
591,550 | $134,264,102 | |
| 2 | VTR |
Ventas, Inc.
This page
|
1,106,714 | $98,276,203 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,106,060 | $23,669,683 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
439,424 | $22,915,961 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
288,503 | $13,755,822 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
231,402 | $9,337,070 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
36,939 | $745,059 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
23,410 | $456,728 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $98,276,203 | 1,106,714 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $95,660,518 | 1,169,730 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $100,243,391 | 1,295,469 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $96,130,214 | 1,373,485 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $93,748,510 | 1,484,537 | Shares | Defined | 2025-08-25 | |
| 2025-03-31 | $81,020,458 | 1,178,308 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $68,732,815 | 1,167,139 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $77,659,698 | 1,210,973 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $56,547,980 | 1,103,160 | Shares | Defined | 2024-11-14 | |
| 2024-03-31 | $39,576,814 | 908,976 | Shares | Defined | 2024-11-14 | |
| 2023-12-31 | $46,461,046 | 932,204 | Shares | Defined | 2024-11-14 | |
| 2023-09-30 | $41,118,289 | 975,986 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $47,429,347 | 1,003,371 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $46,501,847 | 1,072,707 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $50,850,142 | 1,128,749 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $64,999,156 | 1,618,102 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $80,048,119 | 1,556,448 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $49,051,644 | 794,230 | Shares | Defined | 2022-05-23 | |
| 2021-12-31 | $840,208 | 16,436 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $675,383 | 12,233 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $701,758 | 12,290 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $699,554 | 13,115 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $654,977 | 13,356 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $649,750 | 15,485 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $2,895,103 | 79,058 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $2,595,124 | 96,833 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||