Position in VTR
as of Mar 31, 2026
· filed May 8, 2026
Position Value
$273,799
+$9,702 QoQ
Shares Held
3,348
-1.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2025
4 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 Mar 31, 2026Prime Capital Investment Advisors, LLC holds $3,540,059 across 5 REIT - Healthcare Facilities names. VTR ranks #4 (7.7% of the industry book) .
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $273,799 | 3,348 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $264,097 | 3,413 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $218,158 | 3,117 | Shares | Sole | 2025-11-05 | |
| 2025-03-31 | $229,452 | 3,337 | Shares | Sole | 2025-05-13 | |
| No filing history on record for this holder in this stock. | ||||||