Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$44,400
+$3,510 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#769
of 942 holders
Holding Since
Dec 2022
15 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, 2026Colonial Trust Advisors holds $481,895 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (9.2% of the industry book) .
All Filings in VTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,400 | 500 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $40,890 | 500 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $38,690 | 500 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $34,995 | 500 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $31,575 | 500 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $34,380 | 500 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $29,445 | 500 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $32,065 | 500 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $25,630 | 500 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $22,248 | 511 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $26,664 | 535 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $22,539 | 535 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $25,100 | 531 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $23,018 | 531 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $23,921 | 531 | Shares | Sole | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||