Position in VTR
as of Jun 30, 2026
· filed Jul 13, 2026
Position Value
$115,351
+$9,119 QoQ
Shares Held
1,299
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#734
of 942 holders
Holding Since
Mar 2020
14 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, 2026Independence Bank of Kentucky holds $224,232 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (51.4% of the industry book) .
All Filings in VTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $115,351 | 1,299 | Shares | Sole | 2026-07-13 | |
| 2026-03-31 | $106,232 | 1,299 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $102,683 | 1,327 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $90,917 | 1,299 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $82,031 | 1,299 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $89,319 | 1,299 | Shares | Sole | 2025-04-11 | |
| 2024-12-31 | $76,498 | 1,299 | Shares | Sole | 2025-01-24 | |
| 2021-09-30 | $22,084 | 400 | Shares | Sole | 2021-10-26 | |
| 2021-06-30 | $22,840 | 400 | Shares | Sole | 2021-07-23 | |
| 2021-03-31 | $21,336 | 400 | Shares | Sole | 2021-04-21 | |
| 2020-12-31 | $19,616 | 400 | Shares | Sole | 2021-01-22 | |
| 2020-09-30 | $16,784 | 400 | Shares | Sole | 2020-10-05 | |
| 2020-06-30 | $14,648 | 400 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $10,720 | 400 | Shares | Sole | 2020-04-23 | |
| No filing history on record for this holder in this stock. | ||||||