Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$440,092
+$23,178 QoQ
Shares Held
4,956
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.35%
of 13F equity value
Holder Rank
#575
of 941 holders
Holding Since
Mar 2020
26 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, 2026VISTA INVESTMENT MANAGEMENT holds $440,092 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,956 | $440,092 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $440,092 | 4,956 | Shares | Sole | 2026-08-12 | |
| 2026-03-31 | $416,914 | 5,098 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $396,495 | 5,124 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $369,827 | 5,284 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $333,684 | 5,284 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $365,459 | 5,315 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $317,417 | 5,390 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $347,071 | 5,412 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $284,698 | 5,554 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $243,562 | 5,594 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $278,804 | 5,594 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $254,633 | 6,044 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $290,426 | 6,144 | Shares | Sole | 2023-08-15 | |
| 2023-03-31 | $305,660 | 7,051 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 | $316,341 | 7,022 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $286,934 | 7,143 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $368,650 | 7,168 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $442,695 | 7,168 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $366,428 | 7,168 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $408,388 | 7,397 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $431,333 | 7,554 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $408,264 | 7,654 | Shares | Sole | 2021-05-12 | |
| 2020-12-31 | $375,352 | 7,654 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $402,774 | 9,599 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $337,673 | 9,221 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $272,314 | 10,161 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||