Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$140,440,840
+$21,335,385 QoQ
Shares Held
1,581,541
+8.6% QoQ
Ownership
0.308%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#47
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 76%
Shared 0%
None 24%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Mitsubishi UFJ Asset Management Co., Ltd. holds $753,514,339 across 16 REIT - Healthcare Facilities names. VTR ranks #2 (18.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,334,400 | $529,838,768 | |
| 2 | VTR |
Ventas, Inc.
This page
|
1,581,541 | $140,440,840 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,466,911 | $31,391,895 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
255,444 | $12,179,569 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
196,827 | $10,264,528 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
202,342 | $8,164,499 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
296,974 | $5,989,965 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
216,855 | $4,230,841 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $140,440,840 | 1,581,541 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $119,105,455 | 1,456,413 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $104,162,069 | 1,346,111 | Shares | Defined | 2026-02-03 | |
| 2025-09-30 | $87,758,711 | 1,253,875 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $73,824,497 | 1,169,034 | Shares | Defined | 2025-08-07 | |
| 2025-03-31 | $71,827,452 | 1,044,611 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $54,104,598 | 918,740 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $53,816,805 | 839,183 | Shares | Defined | 2024-11-08 | |
| 2024-06-30 | $41,766,853 | 814,804 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $31,631,548 | 726,494 | Shares | Defined | 2024-05-09 | |
| 2023-12-31 | $31,997,230 | 641,999 | Shares | Defined | 2024-02-08 | |
| 2023-09-30 | $26,044,597 | 618,196 | Shares | Defined | 2023-11-07 | |
| 2023-06-30 | $26,730,523 | 565,486 | Shares | Defined | 2023-08-09 | |
| 2023-03-31 | $22,690,993 | 523,437 | Shares | Defined | 2023-05-08 | |
| 2022-12-31 | $21,589,491 | 479,234 | Shares | Defined | 2023-02-07 | |
| 2022-09-30 | $17,811,699 | 443,408 | Shares | Defined | 2022-11-01 | |
| 2022-06-30 | $21,007,046 | 408,459 | Shares | Defined | 2022-08-04 | |
| 2022-03-31 | $23,654,574 | 383,008 | Shares | Defined | 2022-05-09 | |
| 2021-12-31 | $17,884,127 | 349,846 | Shares | Defined | 2022-02-07 | |
| 2021-09-30 | $17,094,727 | 309,631 | Shares | Defined | 2021-11-04 | |
| 2021-06-30 | $16,041,788 | 280,942 | Shares | Defined | 2021-08-06 | |
| 2021-03-31 | $13,435,599 | 251,886 | Shares | Defined | 2021-05-06 | |
| 2020-12-31 | $11,348,983 | 231,423 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $9,333,708 | 222,443 | Shares | Defined | 2020-11-10 | |
| 2020-06-30 | $7,082,967 | 193,418 | Shares | Defined | 2020-08-06 | |
| 2020-03-31 | $4,687,775 | 174,917 | Shares | Defined | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||