Position in VTR
as of Mar 31, 2026
· filed May 14, 2026
Position Value
$13,288,185
+$12,851,995 QoQ
Shares Held
162,487
+2782.5% QoQ
Ownership
0.033%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026Baird Financial Group, Inc. holds $29,094,320 across 9 REIT - Healthcare Facilities names. VTR ranks #1 (45.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
162,487 | $13,288,185 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
606,610 | $9,966,601 | |
| 3 | WELL |
Welltower Inc.
|
9,764 | $1,930,440 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
36,507 | $1,599,736 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
15,332 | $723,056 | |
| 6 | CHCT |
Community Healthcare Trust Inc
|
29,371 | $466,705 | |
| 7 | NHI |
National Health Investors Inc
|
5,550 | $448,773 | |
| 8 | MPT |
Medical Properties Trust Inc
|
80,518 | $372,798 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $13,288,185 | 162,487 | Shares | Defined | 2026-05-14 | |
| 2025-12-31 | $436,190 | 5,637 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $516,035 | 7,373 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $442,112 | 7,001 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $530,825 | 7,720 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $587,604 | 9,978 | Shares | Defined | 2025-02-14 | |
| 2024-09-30 | $455,707 | 7,106 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $483,484 | 9,432 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $388,724 | 8,928 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $514,398 | 10,321 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $424,163 | 10,068 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $452,420 | 9,571 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $561,685 | 12,957 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $546,410 | 12,129 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $457,052 | 11,378 | Shares | Defined | 2022-11-15 | |
| 2022-06-30 | $630,737 | 12,264 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $827,274 | 13,395 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $673,403 | 13,173 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $774,319 | 14,025 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $843,937 | 14,780 | Shares | Defined | 2021-08-11 | |
| 2021-03-31 | $1,019,379 | 19,111 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $596,619 | 12,166 | Shares | Defined | 2021-02-11 | |
| 2020-09-30 | $502,974 | 11,987 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $1,671,372 | 45,641 | Shares | Defined | 2020-10-22 | |
| 2020-03-31 | $10,116,437 | 377,479 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||