Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,106,270
+$95,388 QoQ
Shares Held
12,458
+0.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#432
of 942 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, 2026Capital Investment Advisors, LLC holds $19,986,304 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (5.5% of the industry book) .
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,106,270 | 12,458 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,010,882 | 12,361 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $965,470 | 12,477 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $874,385 | 12,493 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $798,279 | 12,641 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $923,171 | 13,426 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $768,867 | 13,056 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $851,967 | 13,285 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $701,339 | 13,682 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $607,992 | 13,964 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $733,246 | 14,712 | Shares | Sole | 2024-01-05 | |
| 2023-09-30 | $666,370 | 15,817 | Shares | Sole | 2023-10-16 | |
| 2023-06-30 | $762,039 | 16,121 | Shares | Sole | 2023-07-11 | |
| 2023-03-31 | $730,317 | 16,847 | Shares | Sole | 2023-04-10 | |
| 2022-12-31 | $765,940 | 17,002 | Shares | Sole | 2023-01-05 | |
| 2022-09-30 | $653,284 | 16,263 | Shares | Sole | 2022-10-05 | |
| 2022-06-30 | $845,766 | 16,445 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $1,010,702 | 16,365 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $1,246,152 | 24,377 | Shares | Sole | 2022-01-10 | |
| 2021-09-30 | $1,463,451 | 26,507 | Shares | Sole | 2021-10-13 | |
| 2021-06-30 | $5,502,955 | 96,374 | Shares | Sole | 2021-07-14 | |
| 2021-03-31 | $4,607,989 | 86,389 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $3,306,620 | 67,427 | Shares | Sole | 2021-01-21 | |
| 2020-09-30 | $2,386,768 | 56,882 | Shares | Sole | 2020-10-29 | |
| 2020-06-30 | $1,001,044 | 27,336 | Shares | Sole | 2020-07-20 | |
| No filing history on record for this holder in this stock. | ||||||