Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$9,569,532
+$3,708,033 QoQ
Shares Held
107,765
+50.4% QoQ
Ownership
0.021%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#213
of 942 holders
Holding Since
Mar 2020
25 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, 2026Wealthfront Advisers LLC holds $30,650,181 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (31.2% of the industry book) .
All Filings in VTR
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25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $9,569,532 | 107,765 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $5,861,499 | 71,674 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $5,475,950 | 70,767 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $4,815,381 | 68,801 | Shares | Sole | 2025-11-06 | |
| 2025-06-30 | $4,372,884 | 69,246 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $3,499,265 | 50,891 | Shares | Sole | 2025-05-02 | |
| 2024-09-30 | $3,002,823 | 46,824 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,393,739 | 46,698 | Shares | Sole | 2024-08-14 | |
| 2024-03-31 | $1,837,475 | 42,202 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $2,361,518 | 47,382 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $1,892,900 | 44,930 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $1,821,407 | 38,532 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $1,649,770 | 38,057 | Shares | Sole | 2023-04-28 | |
| 2022-12-31 | $1,875,431 | 41,630 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,635,401 | 40,712 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $2,281,331 | 44,358 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $3,844,436 | 62,248 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $2,325,397 | 45,489 | Shares | Sole | 2022-01-21 | |
| 2021-09-30 | $2,846,020 | 51,549 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $2,966,173 | 51,947 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $2,868,091 | 53,770 | Shares | Sole | 2021-05-14 | |
| 2020-12-31 | $2,493,880 | 50,854 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $2,091,328 | 49,841 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,835,504 | 50,123 | Shares | Sole | 2020-08-14 | |
| 2020-03-31 | $2,619,083 | 97,727 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||