Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$551,803
-$13,623 QoQ
Shares Held
6,214
-10.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#536
of 941 holders
Holding Since
Jun 2020
25 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, 2026NAPLES GLOBAL ADVISORS, LLC holds $551,803 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
6,214 | $551,803 |
All Filings in VTR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $551,803 | 6,214 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $565,426 | 6,914 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $535,005 | 6,914 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $483,910 | 6,914 | Shares | Sole | 2025-10-30 | |
| 2025-06-30 | $436,619 | 6,914 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $485,720 | 7,064 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $451,332 | 7,664 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $523,557 | 8,164 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $441,553 | 8,614 | Shares | Sole | 2024-07-18 | |
| 2024-03-31 | $375,053 | 8,614 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $778,999 | 15,630 | Shares | Sole | 2024-01-11 | |
| 2023-09-30 | $680,820 | 16,160 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $731,739 | 15,480 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $677,127 | 15,620 | Shares | Sole | 2023-04-17 | |
| 2022-12-31 | $703,681 | 15,620 | Shares | Sole | 2023-04-17 | |
| 2022-09-30 | $683,090 | 17,005 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $831,623 | 16,170 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,014,099 | 16,420 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $839,390 | 16,420 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $802,753 | 14,540 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $840,226 | 14,715 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $761,161 | 14,270 | Shares | Sole | 2021-05-10 | |
| 2020-12-31 | $699,800 | 14,270 | Shares | Sole | 2021-02-08 | |
| 2020-09-30 | $542,123 | 12,920 | Shares | Sole | 2020-10-26 | |
| 2020-06-30 | $476,975 | 13,025 | Shares | Sole | 2020-08-04 | |
| No filing history on record for this holder in this stock. | ||||||