Position in VTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$1,598
+$1,517 QoQ
Shares Held
18
+1700.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#902
of 942 holders
Holding Since
Dec 2022
5 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, 2026Asset Dedication, LLC holds $751,657 across 4 REIT - Healthcare Facilities names. VTR ranks #4 (0.2% of the industry book) .
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,598 | 18 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $81 | 1 | Shares | Sole | 2026-05-29 | |
| 2025-06-30 | $694 | 11 | Shares | Sole | 2025-08-19 | |
| 2025-03-31 | $756 | 11 | Shares | Sole | 2025-05-01 | |
| 2022-12-31 | $3 | 77 | Shares | Sole | 2023-01-19 | |
| No filing history on record for this holder in this stock. | ||||||