Position in VTR
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$403,684
-$2,595,188 QoQ
Shares Held
4,546
-87.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#145
of 307 holders
Holding Since
Mar 2021
15 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, 2026Diversified Trust Co holds $1,692,042 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (23.9% of the industry book) .
All Filings in VTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $403,684 | 4,546 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $2,998,872 | 36,670 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $327,626 | 4,234 | Shares | Sole | 2026-01-09 | |
| 2025-09-30 | $2,664,448 | 38,069 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $258,851 | 4,099 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $291,060 | 4,233 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $234,852 | 3,988 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $260,174 | 4,057 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $207,038 | 4,039 | Shares | Sole | 2024-07-16 | |
| 2022-06-30 | $212,714 | 4,136 | Shares | Sole | 2022-07-12 | |
| 2022-03-31 | $255,439 | 4,136 | Shares | Sole | 2022-04-07 | |
| 2021-12-31 | $211,432 | 4,136 | Shares | Sole | 2022-01-13 | |
| 2021-09-30 | $401,487 | 7,272 | Shares | Sole | 2022-01-13 | |
| 2021-06-30 | $340,373 | 5,961 | Shares | Sole | 2021-07-20 | |
| 2021-03-31 | $282,968 | 5,305 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||