Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$14,474
+$1,144 QoQ
Shares Held
163
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#819
of 942 holders
Holding Since
Dec 2020
19 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, 2026Addison Advisors LLC holds $25,634 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (56.5% of the industry book) .
All Filings in VTR
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19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $14,474 | 163 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $13,330 | 163 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $12,612 | 163 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $11,408 | 163 | Shares | Sole | 2025-11-07 | |
| 2025-06-30 | $10,293 | 163 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $11,207 | 163 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $9,599 | 163 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $10,453 | 163 | Shares | Sole | 2024-11-04 | |
| 2024-06-30 | $8,355 | 163 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $7,097 | 163 | Shares | Sole | 2024-05-06 | |
| 2023-12-31 | $8,024 | 161 | Shares | Sole | 2024-02-02 | |
| 2022-12-31 | $1,486 | 33 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $1,285 | 32 | Shares | Sole | 2022-10-31 | |
| 2022-06-30 | $1,645 | 32 | Shares | Sole | 2022-08-04 | |
| 2022-03-31 | $5,990 | 97 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $4,651 | 91 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $6,073 | 110 | Shares | Sole | 2021-11-08 | |
| 2021-06-30 | $6,281 | 110 | Shares | Sole | 2021-07-29 | |
| 2020-12-31 | $12,750 | 260 | Shares | Sole | 2021-02-02 | |
| No filing history on record for this holder in this stock. | ||||||