Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$1,158,751
+$93,731 QoQ
Shares Held
13,049
+0.2% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#426
of 942 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WADDELL & ASSOCIATES, LLC holds $2,230,158 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (52.0% of the industry book) .
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,158,751 | 13,049 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $1,065,020 | 13,023 | Shares | Sole | 2026-05-11 | |
| 2025-12-31 | $1,032,713 | 13,346 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $591,765 | 8,455 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $414,453 | 6,563 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $445,427 | 6,478 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $381,489 | 6,478 | Shares | Sole | 2025-05-14 | |
| No filing history on record for this holder in this stock. | ||||||