Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$1,479,230
-$449,142 QoQ
Shares Held
16,658
-29.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#397
of 942 holders
Holding Since
Mar 2024
8 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, 2026INCEPTIONR LLC holds $2,844,709 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (52.0% of the industry book) .
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,479,230 | 16,658 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,928,372 | 23,580 | Shares | Sole | 2026-05-14 | |
| 2025-12-31 | $1,491,809 | 19,279 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,677,170 | 23,963 | Shares | Sole | 2025-11-13 | |
| 2025-03-31 | $821,131 | 11,942 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $1,784,897 | 30,309 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $570,372 | 8,894 | Shares | Sole | 2024-11-08 | |
| 2024-03-31 | $259,280 | 5,955 | Shares | Sole | 2024-05-09 | |
| No filing history on record for this holder in this stock. | ||||||