Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$708,002
+$25,876 QoQ
Shares Held
7,973
-4.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#497
of 942 holders
Holding Since
Mar 2020
26 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, 2026TD PRIVATE CLIENT WEALTH LLC holds $2,359,306 across 11 REIT - Healthcare Facilities names. VTR ranks #2 (30.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,823 | $867,706 | |
| 2 | VTR |
Ventas, Inc.
This page
|
7,973 | $708,002 | |
| 3 | HR |
Healthcare Realty Trust Inc
|
28,042 | $565,607 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
9,483 | $202,936 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
83 | $3,349 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
171 | $3,336 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
69 | $3,289 | |
| 8 | XRN |
Chiron Real Estate Inc.
|
56 | $2,101 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $708,002 | 7,973 | Shares | Defined | 2026-08-04 | |
| 2026-03-31 | $682,126 | 8,341 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $540,035 | 6,979 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $500,008 | 7,144 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $464,910 | 7,362 | Shares | Defined | 2025-07-15 | |
| 2025-03-31 | $50,469 | 734 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $54,296 | 922 | Shares | Defined | 2025-02-11 | |
| 2024-09-30 | $63,424 | 989 | Shares | Defined | 2024-11-18 | |
| 2024-06-30 | $50,542 | 986 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $41,754 | 959 | Shares | Defined | 2024-08-16 | |
| 2023-12-31 | $499,346 | 10,019 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $479,776 | 11,388 | Shares | Defined | 2024-08-16 | |
| 2023-06-30 | $1,056,720 | 22,355 | Shares | Defined | 2024-08-16 | |
| 2023-03-31 | $976,198 | 22,519 | Shares | Defined | 2024-08-16 | |
| 2022-12-31 | $1,033,356 | 22,938 | Shares | Defined | 2024-08-16 | |
| 2022-09-30 | $1,215,544 | 30,260 | Shares | Defined | 2024-08-16 | |
| 2022-06-30 | $1,502,527 | 29,215 | Shares | Defined | 2024-08-16 | |
| 2022-03-31 | $1,382,868 | 22,391 | Shares | Defined | 2024-08-16 | |
| 2021-12-31 | $47,643 | 932 | Shares | Defined | 2024-08-16 | |
| 2021-09-30 | $68,791 | 1,246 | Shares | Defined | 2024-08-16 | |
| 2021-06-30 | $67,149 | 1,176 | Shares | Defined | 2024-08-16 | |
| 2021-03-31 | $63,314 | 1,187 | Shares | Defined | 2024-08-16 | |
| 2020-12-31 | $145,648 | 2,970 | Shares | Defined | 2024-08-16 | |
| 2020-09-30 | $129,656 | 3,090 | Shares | Defined | 2024-08-16 | |
| 2020-06-30 | $130,220 | 3,556 | Shares | Defined | 2024-08-16 | |
| 2020-03-31 | $109,665 | 4,092 | Shares | Defined | 2024-08-16 | |
| No filing history on record for this holder in this stock. | ||||||