Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$834,631
+$196,911 QoQ
Shares Held
9,399
+20.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#473
of 942 holders
Holding Since
Dec 2020
18 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NewEdge Advisors, LLC holds $72,494,348 across 10 REIT - Healthcare Facilities names. VTR ranks #9 (1.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
238,162 | $54,055,629 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
150,813 | $7,190,763 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
146,336 | $3,131,590 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
37,799 | $1,971,217 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,934 | $1,530,636 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
71,128 | $1,387,707 | |
| 7 | NHI |
National Health Investors Inc
|
15,103 | $1,151,754 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
50,704 | $1,022,699 |
All Filings in VTR
Export CSV
18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $834,631 | 9,399 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $637,720 | 7,798 | Shares | Sole | 2026-06-03 | |
| 2025-12-31 | $739,675 | 9,559 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $414,760 | 5,926 | Shares | Sole | 2025-11-17 | |
| 2025-06-30 | $106,660 | 1,689 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $544,991 | 7,926 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $48,819 | 829 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $52,907 | 825 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $42,135 | 822 | Shares | Sole | 2024-08-16 | |
| 2024-03-31 | $49,156 | 1,129 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $55,422 | 1,112 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $53,294 | 1,265 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $35,594 | 753 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $30,171 | 696 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $66,899 | 1,485 | Shares | Sole | 2023-02-14 | |
| 2021-06-30 | $423,910 | 7,424 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $292,356 | 5,481 | Shares | Sole | 2021-04-26 | |
| 2020-12-31 | $225,633 | 4,601 | Shares | Sole | 2021-01-27 | |
| No filing history on record for this holder in this stock. | ||||||