Position in VTR
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$389,299
+$54,708 QoQ
Shares Held
4,384
+1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#597
of 942 holders
Holding Since
Jun 2023
10 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, 2026True North Advisors, LLC holds $740,875 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (52.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,384 | $389,299 | |
| 2 | WELL |
Welltower Inc.
|
1,549 | $351,576 |
All Filings in VTR
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10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $389,299 | 4,384 | Shares | Sole | 2026-07-22 | |
| 2025-12-31 | $334,591 | 4,324 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $303,896 | 4,342 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $271,545 | 4,300 | Shares | Sole | 2025-07-16 | |
| 2025-03-31 | $295,668 | 4,300 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $253,227 | 4,300 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $275,759 | 4,300 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $220,418 | 4,300 | Shares | Sole | 2024-08-12 | |
| 2023-12-31 | $204,991 | 4,113 | Shares | Sole | 2024-01-22 | |
| 2023-06-30 | $269,439 | 5,700 | Shares | Sole | 2023-08-10 | |
| No filing history on record for this holder in this stock. | ||||||