Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$1,686,667
+$806,142 QoQ
Shares Held
18,994
+76.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#382
of 942 holders
Holding Since
Mar 2020
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, 2026Atria Investments, Inc holds $18,798,121 across 7 REIT - Healthcare Facilities names. VTR ranks #3 (9.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
59,553 | $13,516,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
87,860 | $1,880,204 | |
| 3 | VTR |
Ventas, Inc.
This page
|
18,994 | $1,686,667 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
36,019 | $702,730 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
6,971 | $363,537 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
17,849 | $360,014 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
6,045 | $288,225 |
All Filings in VTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,686,667 | 18,994 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $880,525 | 10,767 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $998,124 | 12,899 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $879,494 | 12,566 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $770,872 | 12,207 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $645,381 | 9,386 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $574,943 | 9,763 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $951,881 | 14,843 | Shares | Sole | 2024-11-01 | |
| 2024-06-30 | $850,916 | 16,600 | Shares | Sole | 2024-08-13 | |
| 2020-03-31 | $307,958 | 11,491 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||