Vanguard Personalized Indexing Management, LLC
Position in VTR — Ventas, Inc.
CIK 1767306
OAKLAND, CA
Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$5,394,688
+$229,382 QoQ
Shares Held
60,751
-3.8% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#263
of 942 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 70%
Shared 0%
None 30%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Vanguard Personalized Indexing Management, LLC holds $35,754,144 across 11 REIT - Healthcare Facilities names. VTR ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
92,710 | $21,042,388 | |
| 2 | VTR |
Ventas, Inc.
This page
|
60,751 | $5,394,688 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
86,334 | $1,847,547 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
37,780 | $1,801,350 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
39,167 | $1,580,388 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
74,364 | $1,499,921 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
35,070 | $684,215 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
11,611 | $605,513 |
All Filings in VTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,394,688 | 60,751 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $5,165,306 | 63,161 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $4,592,735 | 59,353 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $3,812,215 | 54,468 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $3,322,258 | 52,609 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $3,293,191 | 47,894 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $2,615,540 | 44,414 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $2,795,426 | 43,590 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $2,011,134 | 39,234 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $1,487,021 | 34,153 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $1,481,045 | 29,716 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $1,087,796 | 25,820 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $1,261,636 | 26,690 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,161,693 | 26,798 | Shares | Sole | 2023-05-10 | |
| 2022-12-31 | $1,138,278 | 25,267 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $1,052,212 | 26,194 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $1,207,679 | 23,482 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $2,011,770 | 32,574 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $531,596 | 10,399 | Shares | Sole | 2022-02-23 | |
| 2021-09-30 | $437,870 | 7,931 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $462,852 | 8,106 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $481,020 | 9,018 | Shares | Sole | 2021-04-28 | |
| 2020-12-31 | $290,954 | 5,933 | Shares | Sole | 2021-01-20 | |
| 2020-09-30 | $232,374 | 5,538 | Shares | Sole | 2020-10-26 | |
| No filing history on record for this holder in this stock. | ||||||