Position in VTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$7,015,742
+$97,119 QoQ
Shares Held
85,788
-4.1% QoQ
Ownership
0.018%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2020
22 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, 2026Cetera Investment Advisers holds $101,130,606 across 13 REIT - Healthcare Facilities names. VTR ranks #5 (6.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
203,503 | $40,234,578 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
375,965 | $16,474,786 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
268,749 | $12,674,202 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
506,049 | $8,314,385 | |
| 5 | VTR |
Ventas, Inc.
This page
|
85,788 | $7,015,742 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
204,704 | $4,847,390 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
163,796 | $3,149,797 | |
| 8 | CTRE |
CareTrust REIT, Inc.
|
73,218 | $2,683,439 |
All Filings in VTR
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22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $7,015,742 | 85,788 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $6,918,623 | 89,411 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $6,199,574 | 88,578 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,331,371 | 36,918 | Shares | Sole | 2025-08-08 | |
| 2025-03-31 | $2,455,350 | 35,709 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $2,136,116 | 36,273 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,179,522 | 33,986 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,737,560 | 33,897 | Shares | Sole | 2024-08-22 | |
| 2024-03-31 | $1,538,050 | 35,325 | Shares | Sole | 2024-05-24 | |
| 2023-12-31 | $303,525 | 6,090 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $330,214 | 7,838 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $396,406 | 8,386 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $404,975 | 9,342 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $419,730 | 9,317 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $316,619 | 7,882 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $380,890 | 7,406 | Shares | Sole | 2022-08-11 | |
| 2022-03-31 | $1,152,009 | 18,653 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $446,328 | 8,731 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $569,270 | 10,311 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $628,842 | 11,013 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $580,872 | 10,890 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $528,602 | 10,779 | Shares | Sole | 2021-02-17 | |
| No filing history on record for this holder in this stock. | ||||||