Position in VTR
as of Mar 31, 2026
· filed May 13, 2026
Position Value
$77,363
+$4,162 QoQ
Shares Held
946
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
24 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 Mar 31, 2026Truvestments Capital LLC holds $7,913,134 across 12 REIT - Healthcare Facilities names. VTR ranks #5 (1.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
100,708 | $3,690,948 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
49,065 | $2,150,028 | |
| 3 | SILA |
Sila Realty Trust, Inc.
|
65,858 | $1,559,517 | |
| 4 | UHT |
Universal Health Realty Income Trust
|
9,421 | $381,267 | |
| 5 | VTR |
Ventas, Inc.
This page
|
946 | $77,363 | |
| 6 | WELL |
Welltower Inc.
|
226 | $44,682 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
178 | $3,422 | |
| 8 | NHI |
National Health Investors Inc
|
41 | $3,315 |
All Filings in VTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $77,363 | 946 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $73,201 | 946 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $96,376 | 1,377 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $83,610 | 1,324 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $92,757 | 1,349 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $126,377 | 2,146 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $137,366 | 2,142 | Shares | Sole | 2024-11-13 | |
| 2024-03-31 | $169,936 | 3,903 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $268,388 | 5,385 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $286,610 | 6,803 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $332,402 | 7,032 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $315,371 | 7,275 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $619,482 | 13,751 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $1,366,061 | 34,007 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $1,797,684 | 34,954 | Shares | Sole | 2022-08-09 | |
| 2022-03-31 | $2,304,327 | 37,311 | Shares | Sole | 2022-05-02 | |
| 2021-12-31 | $2,050,985 | 40,121 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $2,232,526 | 40,437 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $2,218,220 | 38,848 | Shares | Sole | 2021-08-12 | |
| 2021-03-31 | $1,758,566 | 32,969 | Shares | Sole | 2021-05-18 | |
| 2020-12-31 | $1,400,778 | 28,564 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $1,160,445 | 27,656 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $755,910 | 20,642 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $328,514 | 12,258 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||