Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$1,363,701
+$761,964 QoQ
Shares Held
15,357
+108.7% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#408
of 941 holders
Holding Since
Dec 2024
4 quarters on record
Voting authority
Sole 80%
Shared 6%
None 14%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Savant Capital, LLC holds $7,584,218 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (18.0% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,363,701 | 15,357 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $601,737 | 7,358 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $485,404 | 6,273 | Shares | Sole | 2026-02-10 | |
| 2024-12-31 | $231,849 | 3,937 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||