Position in VTR
as of Mar 31, 2026
· filed May 11, 2026
Position Value
$507,117
+$254,314 QoQ
Shares Held
6,201
+71.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2022
5 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, 2026First Affirmative Financial Network holds $1,414,336 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (35.9% of the industry book) .
All Filings in VTR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $507,117 | 6,201 | Shares | Sole | 2026-05-11 | |
| 2025-09-30 | $252,803 | 3,612 | Shares | Sole | 2025-11-20 | |
| 2025-06-30 | $200,122 | 3,169 | Shares | Sole | 2025-11-20 | |
| 2025-03-31 | $207,655 | 3,020 | Shares | Sole | 2025-04-11 | |
| 2022-03-31 | $213,442 | 3,456 | Shares | Sole | 2022-04-12 | |
| No filing history on record for this holder in this stock. | ||||||