Position in VTR
as of Mar 31, 2026
· filed May 18, 2026
Position Value
$103,778
+$98,052 QoQ
Shares Held
1,269
+1614.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2024
5 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 Mar 31, 2026Sunbelt Securities, Inc. holds $1,899,939 across 10 REIT - Healthcare Facilities names. VTR ranks #3 (5.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | MPT |
Medical Properties Trust Inc
|
339,768 | $1,573,125 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
7,560 | $124,210 | |
| 3 | VTR |
Ventas, Inc.
This page
|
1,269 | $103,778 | |
| 4 | WELL |
Welltower Inc.
|
244 | $48,241 | |
| 5 | LTC |
Ltc Properties Inc
|
795 | $29,542 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
835 | $19,772 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
18 | $788 | |
| 8 | CHCT |
Community Healthcare Trust Inc
|
15 | $238 |
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $103,778 | 1,269 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $5,726 | 74 | Shares | Sole | 2026-02-20 | |
| 2025-09-30 | $5,179 | 74 | Shares | Sole | 2025-11-19 | |
| 2024-06-30 | $1,691 | 33 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $1,436 | 33 | Shares | Sole | 2024-04-15 | |
| No filing history on record for this holder in this stock. | ||||||