Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$64,684,495
+$12,545,411 QoQ
Shares Held
728,429
+14.3% QoQ
Ownership
0.142%
of shares outstanding
% of Portfolio
0.17%
of 13F equity value
Holder Rank
#82
of 942 holders
Holding Since
Mar 2020
26 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, 2026Gotham Asset Management, LLC holds $224,675,584 across 8 REIT - Healthcare Facilities names. VTR ranks #1 (28.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
728,429 | $64,684,495 | |
| 2 | HR |
Healthcare Realty Trust Inc
|
2,654,299 | $53,537,210 | |
| 3 | WELL |
Welltower Inc.
|
207,523 | $47,101,495 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
917,196 | $43,731,905 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
661,535 | $14,156,849 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
11,161 | $582,046 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
23,516 | $458,797 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
10,478 | $422,787 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $64,684,495 | 728,429 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $52,139,084 | 637,553 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $41,719,736 | 539,154 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $21,992,187 | 314,219 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $22,473,632 | 355,877 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $22,267,650 | 323,846 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $11,210,653 | 190,366 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $9,415,566 | 146,820 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,858,422 | 94,780 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,921,420 | 44,130 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $3,387,824 | 67,974 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,114,375 | 73,923 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $3,199,139 | 67,678 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $2,741,150 | 63,233 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $2,081,580 | 46,206 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $532,694 | 13,261 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,263,069 | 24,559 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $1,117,053 | 18,087 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $201,208 | 3,936 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $207,258 | 3,754 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $349,452 | 6,120 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $1,173,426 | 21,999 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $1,864,255 | 38,015 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,650,496 | 39,335 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,149,721 | 31,396 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $874,591 | 32,634 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||