Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$1,890,285
+$99,140 QoQ
Shares Held
21,287
-2.8% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#365
of 942 holders
Holding Since
Mar 2022
14 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Dakota Wealth Management holds $3,257,720 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (58.0% 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 | $1,890,285 | 21,287 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,791,145 | 21,902 | Shares | Defined | 2026-05-07 | |
| 2025-12-31 | $3,006,445 | 38,853 | Shares | Defined | 2026-01-13 | |
| 2025-09-30 | $2,235,270 | 31,937 | Shares | Defined | 2025-11-10 | |
| 2025-06-30 | $1,901,383 | 30,109 | Shares | Defined | 2025-07-16 | |
| 2025-03-31 | $2,032,889 | 29,565 | Shares | Defined | 2025-05-02 | |
| 2024-12-31 | $1,735,782 | 29,475 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $1,893,245 | 29,522 | Shares | Defined | 2024-10-23 | |
| 2024-06-30 | $1,728,333 | 33,717 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 | $1,454,018 | 33,395 | Shares | Sole | 2024-04-24 | |
| 2023-06-30 | $200,424 | 4,240 | Shares | Sole | 2023-07-31 | |
| 2022-09-30 | $811,714 | 20,207 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $1,044,388 | 20,307 | Shares | Other | 2022-08-05 | |
| 2022-03-31 | $1,293,192 | 20,939 | Shares | Sole | 2022-05-13 | |
| No filing history on record for this holder in this stock. | ||||||