Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,776
+$141 QoQ
Shares Held
20
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#896
of 941 holders
Holding Since
Sep 2025
4 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, 2026J.Safra Asset Management Corp holds $987,506 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (0.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,343 | $985,730 | |
| 2 | VTR |
Ventas, Inc.
This page
|
20 | $1,776 |
All Filings in VTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,776 | 20 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,635 | 20 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $1,547 | 20 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,399 | 20 | Shares | Sole | 2025-10-29 | |
| No filing history on record for this holder in this stock. | ||||||