Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,005,443
+$28,031 QoQ
Shares Held
97,890
-5.0% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
15 quarters on record
Voting authority
Sole 9%
Shared 26%
None 65%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Cerity Partners LLC holds $85,868,201 across 14 REIT - Healthcare Facilities names. VTR ranks #3 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
247,551 | $48,943,306 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
366,110 | $16,042,938 | |
| 3 | VTR |
Ventas, Inc.
This page
|
97,890 | $8,005,443 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
219,070 | $3,599,319 | |
| 5 | MPT |
Medical Properties Trust Inc
|
457,680 | $2,119,058 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
107,996 | $1,834,851 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
44,222 | $1,620,735 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
23,026 | $1,085,905 |
All Filings in VTR
Export CSV
15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,005,443 | 97,890 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $7,977,412 | 103,094 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $4,129,060 | 58,995 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $2,622,998 | 41,536 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $2,835,043 | 41,231 | Shares | Other | 2025-04-30 | |
| 2024-12-31 | $1,611,230 | 27,360 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $1,891,514 | 29,495 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $980,603 | 19,130 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $961,014 | 22,072 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $372,005 | 7,464 | Shares | Other | 2024-01-26 | |
| 2023-03-31 | $332,234 | 7,664 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $360,805 | 8,009 | Shares | Sole | 2023-02-15 | |
| 2022-09-30 | $230,535 | 5,739 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $312,231 | 6,071 | Shares | Sole | 2022-08-10 | |
| 2020-03-31 | $2,799,018 | 104,441 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||