Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$60,384
+$4,774 QoQ
Shares Held
680
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#757
of 941 holders
Holding Since
Mar 2020
9 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, 2026Bank Julius Baer & Co. Ltd, Zurich holds $12,929,250 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (0.5% of the industry book) .
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $60,384 | 680 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $55,610 | 680 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $52,618 | 680 | Shares | Sole | 2026-02-05 | |
| 2025-09-30 | $47,593 | 680 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $42,942 | 680 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $46,756 | 680 | Shares | Sole | 2025-09-17 | |
| 2021-12-31 | $7,054 | 138 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $15,237 | 276 | Shares | Sole | 2021-11-12 | |
| 2020-03-31 | $105,967 | 3,954 | Shares | Sole | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||