Position in VTR
as of Jun 30, 2026
· filed Jul 23, 2026
Position Value
$3,108
+$819 QoQ
Shares Held
35
+25.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#880
of 942 holders
Holding Since
Sep 2022
15 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, 2026TFC Financial Management, Inc. holds $11,487 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (27.1% of the industry book) .
All Filings in VTR
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,108 | 35 | Shares | Sole | 2026-07-23 | |
| 2026-03-31 | $2,289 | 28 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $2,785 | 36 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $2,519 | 36 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $2,273 | 36 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $2,475 | 36 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $2,120 | 36 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $2,308 | 36 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $1,742 | 34 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $914 | 21 | Shares | Sole | 2024-04-30 | |
| 2023-12-31 | $747 | 15 | Shares | Sole | 2024-01-25 | |
| 2023-09-30 | $968 | 23 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $378 | 8 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $303 | 7 | Shares | Sole | 2023-05-08 | |
| 2022-09-30 | $803 | 20 | Shares | Sole | 2022-10-21 | |
| No filing history on record for this holder in this stock. | ||||||