Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$8,897,404
+$891,961 QoQ
Shares Held
100,196
+2.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#222
of 949 holders
Holding Since
Mar 2020
16 quarters on record
Voting authority
Sole 9%
Shared 27%
None 64%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Cerity Partners LLC holds $96,958,160 across 10 REIT - Healthcare Facilities names. VTR ranks #3 (9.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
243,378 | $55,239,503 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
368,352 | $17,563,022 | |
| 3 | VTR |
Ventas, Inc.
This page
|
100,196 | $8,897,404 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
242,389 | $5,187,123 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
194,551 | $3,924,092 | |
| 6 | MPT |
Medical Properties Trust Inc
|
515,086 | $2,379,695 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
41,707 | $1,682,876 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
52,210 | $1,018,616 |
All Filings in VTR
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16 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,897,404 | 100,196 | Shares | Sole | 2026-08-14 | |
| 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. | ||||||