Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$968,186
+$11,115 QoQ
Shares Held
10,903
-6.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#450
of 942 holders
Holding Since
Sep 2025
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 Jun 30, 2026Krilogy Financial LLC holds $2,713,193 across 6 REIT - Healthcare Facilities names. VTR ranks #1 (35.7% of the industry book) .
All Filings in VTR
Export CSV
4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $968,186 | 10,903 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $957,071 | 11,703 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $948,137 | 12,253 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $857,657 | 12,254 | Shares | Sole | 2025-11-06 | |
| No filing history on record for this holder in this stock. | ||||||