Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$515,572
+$36,914 QoQ
Shares Held
5,806
-0.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#545
of 941 holders
Holding Since
Mar 2020
26 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, 2026Patten Group, Inc. holds $515,572 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
5,806 | $515,572 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $515,572 | 5,806 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $478,658 | 5,853 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $450,506 | 5,822 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $419,520 | 5,994 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $393,866 | 6,237 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $413,522 | 6,014 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $382,902 | 6,502 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $345,660 | 5,390 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $461,288 | 8,999 | Shares | Sole | 2024-07-25 | |
| 2024-03-31 | $436,183 | 10,018 | Shares | Sole | 2024-04-17 | |
| 2023-12-31 | $628,332 | 12,607 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $652,046 | 15,477 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $742,139 | 15,700 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $604,602 | 13,947 | Shares | Sole | 2023-04-06 | |
| 2022-12-31 | $621,554 | 13,797 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $353,295 | 8,795 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $415,091 | 8,071 | Shares | Sole | 2022-07-18 | |
| 2022-03-31 | $501,552 | 8,121 | Shares | Sole | 2022-04-28 | |
| 2021-12-31 | $413,867 | 8,096 | Shares | Sole | 2022-01-20 | |
| 2021-09-30 | $440,354 | 7,976 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $482,266 | 8,446 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $384,581 | 7,210 | Shares | Sole | 2021-04-23 | |
| 2020-12-31 | $379,471 | 7,738 | Shares | Sole | 2021-02-02 | |
| 2020-09-30 | $682,815 | 16,273 | Shares | Sole | 2020-10-19 | |
| 2020-06-30 | $600,751 | 16,405 | Shares | Sole | 2020-07-20 | |
| 2020-03-31 | $588,930 | 21,975 | Shares | Sole | 2020-04-16 | |
| No filing history on record for this holder in this stock. | ||||||