Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$251,126
+$19,853 QoQ
Shares Held
2,828
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#675
of 941 holders
Holding Since
Jun 2024
7 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 Jun 30, 2026Morningstar Investment Management LLC holds $6,888,122 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
310,140 | $6,636,996 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,828 | $251,126 |
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $251,126 | 2,828 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $231,273 | 2,828 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $257,365 | 3,326 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $232,786 | 3,326 | Shares | Sole | 2025-11-17 | |
| 2024-12-31 | $220,896 | 3,751 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $220,286 | 3,435 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $218,265 | 4,258 | Shares | Sole | 2024-08-08 | |
| No filing history on record for this holder in this stock. | ||||||