Position in VTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$2,251,257
+$126,533 QoQ
Shares Held
25,352
-2.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#344
of 942 holders
Holding Since
Sep 2021
12 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Vontobel Holding Ltd. holds $27,043,147 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (8.3% of the industry book) .
All Filings in VTR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,251,257 | 25,352 | Shares | Defined | 2026-08-03 | |
| 2026-03-31 | $2,124,724 | 25,981 | Shares | Defined | 2026-05-08 | |
| 2025-12-31 | $1,623,586 | 20,982 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $2,540,356 | 36,296 | Shares | Defined | 2025-10-15 | |
| 2025-06-30 | $2,357,578 | 37,333 | Shares | Defined | 2025-07-23 | |
| 2025-03-31 | $1,063,509 | 15,467 | Shares | Defined | 2025-04-28 | |
| 2024-12-31 | $991,647 | 16,839 | Shares | Defined | 2025-01-30 | |
| 2024-09-30 | $225,801 | 3,521 | Shares | Defined | 2024-10-16 | |
| 2023-12-31 | $218,847 | 4,391 | Shares | Defined | 2024-06-04 | |
| 2022-03-31 | $908,612 | 14,712 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $709,391 | 13,877 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $603,555 | 10,932 | Shares | Defined | 2021-10-29 | |
| No filing history on record for this holder in this stock. | ||||||