Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$2,854,831
+$447,474 QoQ
Shares Held
32,149
+9.2% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#319
of 942 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026RITHOLTZ WEALTH MANAGEMENT holds $7,288,543 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (39.2% of the industry book) .
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,854,831 | 32,149 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $2,407,357 | 29,437 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,523,671 | 32,614 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,348,234 | 33,551 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $2,138,701 | 33,867 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $2,520,535 | 36,657 | Shares | Sole | 2025-04-17 | |
| 2024-12-31 | $1,610,170 | 27,342 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $520,735 | 8,120 | Shares | Sole | 2024-10-10 | |
| No filing history on record for this holder in this stock. | ||||||