Position in VTR
as of Jun 30, 2026
· filed Jul 16, 2026
Position Value
$5,328,000
+$1,216,020 QoQ
Shares Held
60,000
+19.3% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#267
of 942 holders
Holding Since
Dec 2025
3 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, 2026Union Bancaire Privee, UBP SA holds $13,430,829 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (39.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
35,700 | $8,102,829 | |
| 2 | VTR |
Ventas, Inc.
This page
|
60,000 | $5,328,000 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,328,000 | 60,000 | Shares | Defined | 2026-07-16 | |
| 2026-03-31 | $4,111,980 | 50,281 | Shares | Defined | 2026-04-22 | |
| 2025-12-31 | $1,334,882 | 17,251 | Shares | Defined | 2026-01-05 | |
| No filing history on record for this holder in this stock. | ||||||