Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$1,515,372
+$124,295 QoQ
Shares Held
17,065
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#393
of 942 holders
Holding Since
Mar 2024
10 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, 2026MATHER GROUP, LLC. holds $2,310,070 across 7 REIT - Healthcare Facilities names. VTR ranks #1 (65.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
17,065 | $1,515,372 | |
| 2 | WELL |
Welltower Inc.
|
2,864 | $650,042 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
5,918 | $126,645 | |
| 4 | LTC |
Ltc Properties Inc
|
300 | $11,535 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
91 | $4,338 | |
| 6 | NHI |
National Health Investors Inc
|
26 | $1,982 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
8 | $156 |
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,515,372 | 17,065 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $1,391,077 | 17,010 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $1,225,389 | 15,836 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $560,829 | 8,013 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $279,880 | 4,432 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $260,050 | 3,782 | Shares | Sole | 2025-04-25 | |
| 2024-12-31 | $145,281 | 2,467 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $139,290 | 2,172 | Shares | Sole | 2024-10-07 | |
| 2024-06-30 | $79,863 | 1,558 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $77,327 | 1,776 | Shares | Sole | 2024-04-09 | |
| No filing history on record for this holder in this stock. | ||||||