Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$461,671
-$132,787 QoQ
Shares Held
5,199
-28.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#566
of 941 holders
Holding Since
Mar 2023
12 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 Jun 30, 2026Perpetual Ltd holds $5,797,734 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (8.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
23,510 | $5,336,063 | |
| 2 | VTR |
Ventas, Inc.
This page
|
5,199 | $461,671 |
All Filings in VTR
Export CSV
12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $461,671 | 5,199 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $594,458 | 7,269 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $525,410 | 6,790 | Shares | Defined | 2026-01-20 | |
| 2025-09-30 | $753,792 | 10,770 | Shares | Defined | 2025-10-10 | |
| 2025-06-30 | $765,378 | 12,120 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $931,010 | 13,540 | Shares | Defined | 2025-04-24 | |
| 2024-12-31 | $883,938 | 15,010 | Shares | Defined | 2025-01-17 | |
| 2024-09-30 | $544,463 | 8,490 | Shares | Defined | 2024-10-09 | |
| 2023-12-31 | $2,155,580 | 43,250 | Shares | Defined | 2024-02-15 | |
| 2023-09-30 | $2,285,973 | 54,260 | Shares | Defined | 2023-10-10 | |
| 2023-06-30 | $2,605,995 | 55,130 | Shares | Defined | 2023-07-13 | |
| 2023-03-31 | $2,415,895 | 55,730 | Shares | Defined | 2023-05-08 | |
| No filing history on record for this holder in this stock. | ||||||