Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$8,918,761
+$3,828,783 QoQ
Shares Held
109,058
+65.8% QoQ
Ownership
0.022%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 3.3220854957912307.ToString("F0")%
Shared 0.ToString("F0")%
None 96.67791450420877.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026OSAIC HOLDINGS, INC. holds $96,219,166 across 16 REIT - Healthcare Facilities names. VTR ranks #2 (9.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
275,119 | $54,393,775 | |
| 2 | VTR |
Ventas, Inc.
This page
|
109,058 | $8,918,761 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
167,908 | $7,918,540 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
267,333 | $6,330,444 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
128,394 | $5,626,223 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
88,544 | $3,245,137 | |
| 7 | NHI |
National Health Investors Inc
|
35,246 | $2,849,991 | |
| 8 | MPT |
Medical Properties Trust Inc
|
435,381 | $2,015,813 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $8,918,761 | 109,058 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $5,089,978 | 65,779 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $5,233,500 | 74,775 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $3,583,761 | 56,750 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $3,275,382 | 47,635 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $2,903,217 | 49,299 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $4,231,294 | 65,980 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $2,524,450 | 49,248 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $2,951,618 | 67,791 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $4,327,306 | 86,824 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $4,691,003 | 111,346 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $4,446,874 | 94,074 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $4,159,126 | 95,943 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $4,249,472 | 94,328 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $3,880,699 | 96,607 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $5,136,156 | 99,867 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $5,758,870 | 93,246 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $4,907,924 | 96,008 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $5,489,471 | 99,429 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,566,904 | 97,494 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $5,279,908 | 98,986 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $5,875,380 | 119,808 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $9,128,142 | 217,544 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $8,951,094 | 244,432 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $29,436,687 | 1,098,384 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||