Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$284,870
+$16,060 QoQ
Shares Held
3,208
-2.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#651
of 942 holders
Holding Since
Jun 2022
17 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Blue Trust, Inc. holds $1,382,656 across 8 REIT - Healthcare Facilities names. VTR ranks #3 (20.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,920 | $662,751 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
16,744 | $358,320 | |
| 3 | VTR |
Ventas, Inc.
This page
|
3,208 | $284,870 | |
| 4 | AHR |
American Healthcare REIT, Inc.
|
384 | $20,024 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
394 | $18,785 | |
| 6 | MPT |
Medical Properties Trust Inc
|
4,000 | $18,480 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
562 | $17,062 | |
| 8 | NHI |
National Health Investors Inc
|
31 | $2,364 |
All Filings in VTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $284,870 | 3,208 | Shares | Other | 2026-07-21 | |
| 2026-03-31 | $268,810 | 3,287 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $465,980 | 6,022 | Shares | Other | 2026-01-16 | |
| 2025-09-30 | $390,893 | 5,585 | Shares | Other | 2025-10-16 | |
| 2025-06-30 | $338,672 | 5,363 | Shares | Other | 2025-07-24 | |
| 2025-03-31 | $327,503 | 4,763 | Shares | Other | 2025-04-21 | |
| 2024-12-31 | $239,858 | 4,073 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $521,183 | 8,127 | Shares | Other | 2024-10-17 | |
| 2024-06-30 | $148,910 | 2,905 | Shares | Defined | 2024-07-18 | |
| 2024-03-31 | $58,299 | 1,339 | Shares | Sole | 2024-05-01 | |
| 2023-12-31 | $84 | 2,004 | Shares | Other | 2024-01-18 | |
| 2023-09-30 | $47 | 986 | Shares | Other | 2023-10-11 | |
| 2023-06-30 | $8,933 | 189 | Shares | Other | 2023-07-14 | |
| 2023-03-31 | $70,486 | 1,626 | Shares | Other | 2023-04-17 | |
| 2022-12-31 | $57 | 1,424 | Shares | Sole | 2023-01-17 | |
| 2022-09-30 | $20,847 | 519 | Shares | Sole | 2022-10-21 | |
| 2022-06-30 | $96,893 | 1,884 | Shares | Other | 2022-08-09 | |
| No filing history on record for this holder in this stock. | ||||||