Position in VTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$1,918,080
+$155,967 QoQ
Shares Held
21,600
+0.2% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#364
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, 2026Crossmark Global Holdings, Inc. holds $11,980,814 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (16.0% of the industry book) .
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,918,080 | 21,600 | Shares | Sole | 2026-07-16 | |
| 2026-03-31 | $1,762,113 | 21,547 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,689,050 | 21,828 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $1,166,733 | 16,670 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $1,060,793 | 16,798 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $1,192,779 | 17,347 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $1,045,532 | 17,754 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $1,141,129 | 17,794 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $904,943 | 17,654 | Shares | Sole | 2024-07-29 | |
| 2024-03-31 | $779,844 | 17,911 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $903,499 | 18,128 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $809,780 | 19,221 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $914,248 | 19,341 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $798,463 | 18,419 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $831,397 | 18,455 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $745,233 | 18,552 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $966,163 | 18,786 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,110,815 | 17,986 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $881,104 | 17,236 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,088,520 | 19,716 | Shares | Sole | 2021-10-21 | |
| 2021-06-30 | $1,110,537 | 19,449 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,012,393 | 18,980 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $953,337 | 19,440 | Shares | Sole | 2021-01-14 | |
| 2020-09-30 | $848,808 | 20,229 | Shares | Sole | 2020-10-08 | |
| 2020-06-30 | $817,028 | 22,311 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $604,795 | 22,567 | Shares | Sole | 2020-04-28 | |
| No filing history on record for this holder in this stock. | ||||||