Position in VTR
as of Mar 31, 2026
· filed Apr 24, 2026
Position Value
$11,285
+$607 QoQ
Shares Held
138
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
22 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, 2026Key Financial Inc holds $348,031 across 6 REIT - Healthcare Facilities names.
All Filings in VTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $11,285 | 138 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $10,678 | 138 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $9,658 | 138 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $8,714 | 138 | Shares | Sole | 2025-08-05 | |
| 2025-03-31 | $9,488 | 138 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $8,126 | 138 | Shares | Sole | 2025-01-31 | |
| 2024-09-30 | $8,849 | 138 | Shares | Sole | 2024-10-29 | |
| 2024-06-30 | $6,612 | 129 | Shares | Sole | 2024-07-30 | |
| 2024-03-31 | $5,616 | 129 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $6,429 | 129 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $5,434 | 129 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $6,097 | 129 | Shares | Sole | 2023-07-28 | |
| 2023-03-31 | $1,517 | 35 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $1,576 | 35 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $1,405 | 35 | Shares | Sole | 2022-10-28 | |
| 2022-06-30 | $1,800 | 35 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $2,161 | 35 | Shares | Sole | 2022-04-27 | |
| 2021-12-31 | $1,789 | 35 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,932 | 35 | Shares | Sole | 2021-11-01 | |
| 2021-06-30 | $1,998 | 35 | Shares | Sole | 2021-08-02 | |
| 2021-03-31 | $1,866 | 35 | Shares | Sole | 2021-04-30 | |
| 2020-03-31 | $6,753 | 252 | Shares | Sole | 2020-05-05 | |
| No filing history on record for this holder in this stock. | ||||||