Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$1,450,548
+$439,993 QoQ
Shares Held
16,335
+32.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#401
of 942 holders
Holding Since
Sep 2025
4 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Aptus Capital Advisors, LLC holds $31,355,697 across 4 REIT - Healthcare Facilities names. VTR ranks #3 (4.6% 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 | $1,450,548 | 16,335 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $1,010,555 | 12,357 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $806,067 | 10,417 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $601,634 | 8,596 | Shares | Sole | 2025-11-12 | |
| No filing history on record for this holder in this stock. | ||||||