Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$216,228
-$9,798 QoQ
Shares Held
2,435
-16.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#705
of 941 holders
Holding Since
Mar 2024
9 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, 2026NorthRock Partners, LLC holds $476,335 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (45.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,146 | $260,107 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,435 | $216,228 |
All Filings in VTR
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $216,228 | 2,435 | Shares | Sole | 2026-08-11 | |
| 2025-12-31 | $226,026 | 2,921 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $649,157 | 9,275 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $462,636 | 7,326 | Shares | Sole | 2025-11-14 | |
| 2025-03-31 | $415,310 | 6,040 | Shares | Sole | 2025-05-08 | |
| 2024-12-31 | $351,808 | 5,974 | Shares | Sole | 2025-04-22 | |
| 2024-09-30 | $418,127 | 6,520 | Shares | Sole | 2025-04-22 | |
| 2024-06-30 | $327,910 | 6,397 | Shares | Sole | 2025-04-22 | |
| 2024-03-31 | $272,691 | 6,263 | Shares | Sole | 2025-04-22 | |
| No filing history on record for this holder in this stock. | ||||||