Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$944,210
+$261,511 QoQ
Shares Held
10,633
+27.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#455
of 941 holders
Holding Since
Jun 2020
25 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 Jun 30, 2026Mutual Advisors, LLC holds $21,096,163 across 5 REIT - Healthcare Facilities names. VTR ranks #3 (4.5% of the industry book) .
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $944,210 | 10,633 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $682,699 | 8,348 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $638,307 | 8,249 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $582,736 | 8,326 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $483,855 | 7,662 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $740,063 | 10,763 | Shares | Sole | 2025-04-28 | |
| 2024-12-31 | $459,518 | 7,803 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $502,779 | 7,840 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $402,391 | 7,850 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $365,779 | 8,401 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $399,666 | 8,019 | Shares | Sole | 2024-01-12 | |
| 2023-09-30 | $342,137 | 8,121 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $395,271 | 8,362 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $374,760 | 8,645 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $388,060 | 8,614 | Shares | Sole | 2023-01-12 | |
| 2022-09-30 | $350,724 | 8,731 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $353,118 | 6,866 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $407,739 | 6,602 | Shares | Sole | 2022-05-09 | |
| 2021-12-31 | $336,114 | 6,575 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $368,085 | 6,667 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $391,534 | 6,857 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $487,794 | 9,145 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $415,761 | 8,478 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $350,953 | 8,364 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $399,267 | 10,903 | Shares | Sole | 2020-08-05 | |
| No filing history on record for this holder in this stock. | ||||||