Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$2,930
-$3,285 QoQ
Shares Held
33
-56.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#881
of 941 holders
Holding Since
Mar 2021
8 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Johnson Financial Group, Inc. holds $24,330 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (12.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
1,000 | $21,400 | |
| 2 | VTR |
Ventas, Inc.
This page
|
33 | $2,930 |
All Filings in VTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,930 | 33 | Shares | Defined | 2026-08-10 | |
| 2026-03-31 | $6,215 | 76 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $6,731 | 87 | Shares | Defined | 2026-02-12 | |
| 2025-09-30 | $10,568 | 151 | Shares | Defined | 2025-11-13 | |
| 2024-03-31 | $304 | 7 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $348 | 7 | Shares | Defined | 2024-02-09 | |
| 2021-06-30 | $13,704 | 240 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $12,801 | 240 | Shares | Defined | 2021-05-14 | |
| No filing history on record for this holder in this stock. | ||||||