Position in VTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$266,666
+$41,526 QoQ
Shares Held
3,003
+9.1% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#669
of 947 holders
Holding Since
Mar 2025
5 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, 2026NATURAL INVESTMENTS, LLC holds $646,386 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (41.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,673 | $379,720 | |
| 2 | VTR |
Ventas, Inc.
This page
|
3,003 | $266,666 |
All Filings in VTR
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5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $266,666 | 3,003 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $225,140 | 2,753 | Shares | Sole | 2026-05-01 | |
| 2025-09-30 | $232,016 | 3,315 | Shares | Sole | 2025-10-10 | |
| 2025-06-30 | $203,153 | 3,217 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $213,912 | 3,111 | Shares | Sole | 2025-05-09 | |
| No filing history on record for this holder in this stock. | ||||||