Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$891,729
+$146,141 QoQ
Shares Held
10,042
+10.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.33%
of 13F equity value
Holder Rank
#463
of 941 holders
Holding Since
Dec 2022
13 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, 2026Prudent Man Advisors, LLC holds $1,352,478 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (65.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
10,042 | $891,729 | |
| 2 | WELL |
Welltower Inc.
|
2,030 | $460,749 |
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $891,729 | 10,042 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $745,588 | 9,117 | Shares | Sole | 2026-05-08 | |
| 2025-06-30 | $316,507 | 5,012 | Shares | Sole | 2025-07-31 | |
| 2025-03-31 | $340,637 | 4,954 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $291,741 | 4,954 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $311,094 | 4,851 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $248,662 | 4,851 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 | $200,196 | 4,598 | Shares | Sole | 2024-05-14 | |
| 2023-12-31 | $244,863 | 4,913 | Shares | Sole | 2024-02-13 | |
| 2023-09-30 | $208,838 | 4,957 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $234,317 | 4,957 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $213,758 | 4,931 | Shares | Sole | 2023-05-05 | |
| 2022-12-31 | $222,141 | 4,931 | Shares | Sole | 2023-02-13 | |
| No filing history on record for this holder in this stock. | ||||||