Position in VTR
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$123,520
+$13,036 QoQ
Shares Held
1,391
+3.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#732
of 942 holders
Holding Since
Jun 2024
9 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, 2026Cromwell Holdings LLC holds $558,079 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (22.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
1,781 | $404,232 | |
| 2 | VTR |
Ventas, Inc.
This page
|
1,391 | $123,520 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
1,184 | $25,336 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
60 | $2,860 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
86 | $1,734 | |
| 6 | MPT |
Medical Properties Trust Inc
|
86 | $397 |
All Filings in VTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $123,520 | 1,391 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $110,484 | 1,351 | Shares | Sole | 2026-04-30 | |
| 2025-12-31 | $103,379 | 1,336 | Shares | Sole | 2026-01-20 | |
| 2025-09-30 | $93,505 | 1,336 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $80,515 | 1,275 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $88,287 | 1,284 | Shares | Sole | 2025-05-01 | |
| 2024-12-31 | $74,319 | 1,262 | Shares | Sole | 2025-02-03 | |
| 2024-09-30 | $80,932 | 1,262 | Shares | Sole | 2024-10-23 | |
| 2024-06-30 | $64,690 | 1,262 | Shares | Sole | 2024-08-14 | |
| No filing history on record for this holder in this stock. | ||||||