Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$342,679
-$23,613 QoQ
Shares Held
3,859
-13.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#619
of 941 holders
Holding Since
Dec 2025
3 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, 2026Sagewood Asset Management LP holds $871,592 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (39.3% of the industry book) .
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $342,679 | 3,859 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $366,292 | 4,479 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $288,704 | 3,731 | Shares | Sole | 2026-02-17 | |
| No filing history on record for this holder in this stock. | ||||||