Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$1,715,438
+$140,438 QoQ
Shares Held
19,318
+0.3% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.14%
of 13F equity value
Holder Rank
#376
of 942 holders
Holding Since
Sep 2021
19 quarters on record
Voting authority
Sole 69%
Shared 0%
None 31%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Capital Analysts, LLC holds $2,447,592 across 7 REIT - Healthcare Facilities names. VTR ranks #1 (70.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
19,318 | $1,715,438 | |
| 2 | WELL |
Welltower Inc.
|
2,405 | $545,861 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,253 | $155,103 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
314 | $12,669 | |
| 5 | SBRA |
Sabra Health Care REIT, Inc.
|
607 | $11,842 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
128 | $6,675 | |
| 7 | XRN |
Chiron Real Estate Inc.
|
118 | $4 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,715,438 | 19,318 | Shares | Defined | 2026-08-05 | |
| 2026-03-31 | $1,575,000 | 19,259 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $1,442,672 | 18,644 | Shares | Defined | 2026-05-15 | |
| 2025-09-30 | $1,279,276 | 18,278 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,170,547 | 18,536 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $49,507 | 720 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $42,224 | 717 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $45,788 | 714 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $22,656 | 442 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $19,549 | 449 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $22,228 | 446 | Shares | Defined | 2024-01-30 | |
| 2023-09-30 | $22,834 | 542 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $25,431 | 538 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $23,192 | 535 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $28,111 | 624 | Shares | Defined | 2023-02-08 | |
| 2022-09-30 | $29,765 | 741 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $29,931 | 582 | Shares | Defined | 2022-08-12 | |
| 2021-12-31 | $5,674 | 111 | Shares | Defined | 2022-02-10 | |
| 2021-09-30 | $6,073 | 110 | Shares | Defined | 2021-11-04 | |
| No filing history on record for this holder in this stock. | ||||||