Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$691,752
+$24,591 QoQ
Shares Held
7,790
-4.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2020
18 quarters on record
Voting authority
Sole 94%
Shared 0%
None 6%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Horizon Investments, LLC holds $17,680,266 across 9 REIT - Healthcare Facilities names. VTR ranks #5 (3.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
174,294 | $8,310,337 | |
| 2 | WELL |
Welltower Inc.
|
27,805 | $6,310,900 | |
| 3 | UHT |
Universal Health Realty Income Trust
|
19,035 | $834,875 | |
| 4 | LTC |
Ltc Properties Inc
|
20,907 | $803,874 | |
| 5 | VTR |
Ventas, Inc.
This page
|
7,790 | $691,752 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
11,803 | $252,584 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
5,192 | $209,497 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
3,272 | $170,634 |
All Filings in VTR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $691,752 | 7,790 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $667,161 | 8,158 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $696,961 | 9,007 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $488,600 | 6,981 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $436,555 | 6,913 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $433,600 | 6,306 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $334,612 | 5,682 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $359,705 | 5,609 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $303,971 | 5,930 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $254,926 | 5,855 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $284,436 | 5,707 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $237,191 | 5,630 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $262,821 | 5,560 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $218,484 | 5,040 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $308,772 | 6,854 | Shares | Sole | 2023-02-14 | |
| 2022-03-31 | $231,476 | 3,748 | Shares | Sole | 2022-05-16 | |
| 2021-03-31 | $515,424 | 9,663 | Shares | Sole | 2021-05-14 | |
| 2020-06-30 | $207,928 | 5,678 | Shares | Sole | 2020-08-13 | |
| No filing history on record for this holder in this stock. | ||||||