Position in VTR
as of Mar 31, 2026
· filed Apr 14, 2026
Position Value
$478,085
-$180,822 QoQ
Shares Held
5,846
-44.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.44%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2024
4 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 Mar 31, 2026USA FINANCIAL FORMULAS holds $497,236 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (96.1% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $478,085 | 5,846 | Shares | Sole | 2026-04-14 | |
| 2025-06-30 | $658,907 | 10,434 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,100 | 16 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $1,182,275 | 20,076 | Shares | Sole | 2025-01-14 | |
| No filing history on record for this holder in this stock. | ||||||