Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$506,426
+$86,732 QoQ
Shares Held
5,703
+11.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#553
of 942 holders
Holding Since
Mar 2021
14 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, 2026Checchi Capital Advisers, LLC holds $2,505,572 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (20.2% of the industry book) .
All Filings in VTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $506,426 | 5,703 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $419,694 | 5,132 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $361,364 | 4,670 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $322,163 | 4,603 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $279,691 | 4,429 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $359,271 | 5,225 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $213,476 | 3,625 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $232,471 | 3,625 | Shares | Sole | 2024-11-04 | |
| 2023-06-30 | $208,035 | 4,401 | Shares | Sole | 2023-08-10 | |
| 2022-06-30 | $259,978 | 5,055 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $220,174 | 3,565 | Shares | Sole | 2022-05-09 | |
| 2021-09-30 | $208,307 | 3,773 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $221,947 | 3,887 | Shares | Sole | 2021-08-06 | |
| 2021-03-31 | $205,198 | 3,847 | Shares | Sole | 2021-05-10 | |
| No filing history on record for this holder in this stock. | ||||||