Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$444
-$22,001 QoQ
Shares Held
5
-98.6% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#926
of 942 holders
Holding Since
Sep 2024
2 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, 2026Mechanics Financial Corp holds $91,232 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (0.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
400 | $90,788 | |
| 2 | VTR |
Ventas, Inc.
This page
|
5 | $444 |
All Filings in VTR
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $444 | 5 | Shares | Defined | 2026-08-05 | |
| 2024-09-30 | $22,445 | 350 | Shares | Sole | 2024-11-06 | |
| No filing history on record for this holder in this stock. | ||||||