Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$24,426,926
+$1,727,743 QoQ
Shares Held
275,078
-0.9% QoQ
Ownership
0.054%
of shares outstanding
% of Portfolio
2.51%
of 13F equity value
Holder Rank
#142
of 941 holders
Holding Since
Dec 2020
23 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, 2026Steigerwald, Gordon & Koch Inc. holds $24,731,436 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (98.8% of the industry book) .
All Filings in VTR
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23 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $24,426,926 | 275,078 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $22,699,183 | 277,564 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $21,376,534 | 276,254 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $19,695,885 | 281,410 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $17,742,118 | 280,952 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $19,099,671 | 277,773 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $16,367,179 | 277,928 | Shares | Sole | 2025-01-16 | |
| 2024-09-30 | $17,733,676 | 276,527 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $13,847,683 | 270,146 | Shares | Sole | 2024-08-07 | |
| 2024-03-31 | $11,959,349 | 274,675 | Shares | Sole | 2024-04-16 | |
| 2023-12-31 | $13,797,805 | 276,842 | Shares | Sole | 2024-01-16 | |
| 2023-09-30 | $11,572,015 | 274,674 | Shares | Sole | 2023-10-11 | |
| 2023-06-30 | $12,664,342 | 267,915 | Shares | Sole | 2023-07-17 | |
| 2023-03-31 | $11,440,411 | 263,908 | Shares | Sole | 2023-04-19 | |
| 2022-12-31 | $11,489,326 | 255,035 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $9,675,547 | 240,865 | Shares | Sole | 2022-10-12 | |
| 2022-06-30 | $11,906,867 | 231,516 | Shares | Sole | 2022-07-14 | |
| 2022-03-31 | $14,162,185 | 229,310 | Shares | Sole | 2022-04-25 | |
| 2021-12-31 | $11,600,406 | 226,925 | Shares | Sole | 2022-01-26 | |
| 2021-09-30 | $12,064,157 | 218,514 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $12,233,161 | 214,241 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $9,467,529 | 177,494 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $4,205,130 | 85,749 | Shares | Sole | 2021-01-22 | |
| No filing history on record for this holder in this stock. | ||||||