Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$22,546,586
+$3,321,908 QoQ
Shares Held
253,903
+8.0% QoQ
Ownership
0.049%
of shares outstanding
% of Portfolio
6.17%
of 13F equity value
Holder Rank
#147
of 942 holders
Holding Since
Dec 2021
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, 2026Vert Asset Management LLC holds $57,933,061 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (38.9% 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 | $22,546,586 | 253,903 | Shares | Defined | 2026-07-15 | |
| 2026-03-31 | $19,224,678 | 235,078 | Shares | Defined | 2026-04-16 | |
| 2025-12-31 | $17,451,279 | 225,527 | Shares | Defined | 2026-01-27 | |
| 2025-09-30 | $14,487,370 | 206,992 | Shares | Defined | 2025-10-29 | |
| 2025-06-30 | $12,433,414 | 196,887 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $13,627,131 | 198,184 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $10,673,753 | 181,249 | Shares | Defined | 2025-01-22 | |
| 2024-09-30 | $10,620,825 | 165,614 | Shares | Defined | 2024-10-17 | |
| 2024-06-30 | $8,311,040 | 162,135 | Shares | Defined | 2024-07-17 | |
| 2024-03-31 | $7,285,504 | 167,329 | Shares | Defined | 2024-04-15 | |
| 2023-12-31 | $7,861,313 | 157,731 | Shares | Defined | 2024-01-17 | |
| 2023-09-30 | $6,944,330 | 164,831 | Shares | Defined | 2023-10-24 | |
| 2023-06-30 | $7,255,188 | 153,484 | Shares | Defined | 2023-07-18 | |
| 2023-03-31 | $5,391,612 | 124,374 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $3,960,660 | 87,917 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $3,449,558 | 85,874 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $3,920,457 | 76,229 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $4,488,840 | 72,682 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $3,376,578 | 66,052 | Shares | Defined | 2022-02-11 | |
| No filing history on record for this holder in this stock. | ||||||