Position in VTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$9,807,875
+$474,455 QoQ
Shares Held
119,930
-0.6% QoQ
Ownership
0.025%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 quarters on record
Voting authority
Sole 2%
Shared 0%
None 98%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026CWM, LLC holds $35,145,898 across 17 REIT - Healthcare Facilities names. VTR ranks #2 (27.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
55,856 | $11,043,289 | |
| 2 | VTR |
Ventas, Inc.
This page
|
119,930 | $9,807,875 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
72,330 | $3,411,082 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
62,883 | $2,755,533 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
127,657 | $2,168,892 | |
| 6 | MPT |
Medical Properties Trust Inc
|
332,963 | $1,541,618 | |
| 7 | NHI |
National Health Investors Inc
|
11,496 | $929,566 | |
| 8 | DOC |
Healthpeak Properties, Inc.
|
44,410 | $729,656 |
All Filings in VTR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $9,807,875 | 119,930 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $9,333,420 | 120,618 | Shares | Sole | 2026-01-26 | |
| 2025-09-30 | $4,942,973 | 70,624 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $994,423 | 15,747 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $1,713,361 | 24,918 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $502,626 | 8,535 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $547,157 | 8,532 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $400,904 | 7,821 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $324,547 | 7,454 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $374,746 | 7,519 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $280,796 | 6,665 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $316,898 | 6,704 | Shares | Sole | 2023-08-03 | |
| 2023-03-31 | $259,016 | 5,975 | Shares | Sole | 2023-05-01 | |
| 2022-12-31 | $257,415 | 5,714 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $109,182 | 2,718 | Shares | Sole | 2022-10-27 | |
| 2022-06-30 | $136,186 | 2,648 | Shares | Sole | 2022-07-28 | |
| 2022-03-31 | $133,339 | 2,159 | Shares | Sole | 2022-04-21 | |
| 2021-12-31 | $44,525 | 871 | Shares | Sole | 2022-01-31 | |
| 2021-06-30 | $33,232 | 582 | Shares | Sole | 2021-09-15 | |
| 2021-03-31 | $31,043 | 582 | Shares | Sole | 2021-09-15 | |
| 2020-12-31 | $28,541 | 582 | Shares | Sole | 2021-09-15 | |
| 2020-09-30 | $24,420 | 582 | Shares | Sole | 2021-09-15 | |
| 2020-06-30 | $21,312 | 582 | Shares | Sole | 2021-09-15 | |
| 2020-03-31 | $15,597 | 582 | Shares | Sole | 2021-09-15 | |
| No filing history on record for this holder in this stock. | ||||||