Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$8,804,253
+$1,474,639 QoQ
Shares Held
99,147
+10.6% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.11%
of 13F equity value
Holder Rank
#221
of 942 holders
Holding Since
Sep 2020
24 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ethic Inc. holds $40,540,671 across 9 REIT - Healthcare Facilities names. VTR ranks #2 (21.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
117,057 | $26,568,427 | |
| 2 | VTR |
Ventas, Inc.
This page
|
99,147 | $8,804,253 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
47,164 | $2,248,779 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
48,741 | $1,043,057 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
41,631 | $839,697 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
6,924 | $361,086 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
7,484 | $301,979 | |
| 8 | DHC |
Diversified Healthcare Trust
|
28,107 | $261,395 |
All Filings in VTR
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24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,804,253 | 99,147 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $7,329,614 | 89,626 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $6,205,721 | 80,198 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $4,046,541 | 57,816 | Shares | Sole | 2025-10-17 | |
| 2025-06-30 | $4,005,604 | 63,430 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $4,589,592 | 66,748 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $3,072,880 | 52,180 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,736,191 | 27,073 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $1,748,529 | 34,111 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $1,178,758 | 27,073 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $1,621,644 | 32,537 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $1,472,232 | 34,945 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $996,026 | 21,071 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $792,004 | 18,270 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $728,278 | 16,166 | Shares | Sole | 2023-02-14 | |
| 2022-09-30 | $568,927 | 14,163 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $630,377 | 12,257 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $619,885 | 10,037 | Shares | Sole | 2022-05-16 | |
| 2021-12-31 | $462,022 | 9,038 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $445,820 | 8,075 | Shares | Sole | 2021-11-15 | |
| 2021-06-30 | $744,755 | 13,043 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $518,358 | 9,718 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $340,975 | 6,953 | Shares | Sole | 2021-02-10 | |
| 2020-09-30 | $217,352 | 5,180 | Shares | Sole | 2020-10-27 | |
| No filing history on record for this holder in this stock. | ||||||