Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$491,508
+$32,477 QoQ
Shares Held
5,535
-1.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#558
of 942 holders
Holding Since
Dec 2024
7 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, 2026Meeder Advisory Services, Inc. holds $4,695,978 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (10.5% 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 | $491,508 | 5,535 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $459,031 | 5,613 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $431,238 | 5,573 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $288,078 | 4,116 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $254,873 | 4,036 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $270,089 | 3,928 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $236,325 | 4,013 | Shares | Sole | 2025-02-12 | |
| No filing history on record for this holder in this stock. | ||||||