Position in VTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$607,707
+$16,060 QoQ
Shares Held
7,431
-2.8% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Jun 2024
8 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, 2026CHOREO, LLC holds $8,961,490 across 6 REIT - Healthcare Facilities names. VTR ranks #5 (6.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OHI |
Omega Healthcare Investors Inc
|
70,853 | $3,104,778 | |
| 2 | WELL |
Welltower Inc.
|
12,791 | $2,528,908 | |
| 3 | MPT |
Medical Properties Trust Inc
|
332,359 | $1,538,822 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
58,509 | $961,302 | |
| 5 | VTR |
Ventas, Inc.
This page
|
7,431 | $607,707 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
6,002 | $219,973 |
All Filings in VTR
Export CSV
8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $607,707 | 7,431 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $591,647 | 7,646 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $617,661 | 8,825 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $508,357 | 8,050 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $695,851 | 10,120 | Shares | Sole | 2025-05-06 | |
| 2024-12-31 | $527,301 | 8,954 | Shares | Sole | 2025-01-27 | |
| 2024-09-30 | $664,963 | 10,369 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $385,680 | 7,524 | Shares | Sole | 2024-08-07 | |
| No filing history on record for this holder in this stock. | ||||||