Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$409,368
+$32,363 QoQ
Shares Held
4,610
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#586
of 942 holders
Holding Since
Sep 2024
8 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, 2026Cercano Management LLC holds $803,387 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (51.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
4,610 | $409,368 | |
| 2 | WELL |
Welltower Inc.
|
1,736 | $394,019 |
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $409,368 | 4,610 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $377,005 | 4,610 | Shares | Other | 2026-05-13 | |
| 2025-12-31 | $356,721 | 4,610 | Shares | Other | 2026-02-10 | |
| 2025-09-30 | $322,653 | 4,610 | Shares | Other | 2025-11-07 | |
| 2025-06-30 | $291,121 | 4,610 | Shares | Other | 2025-08-08 | |
| 2025-03-31 | $316,983 | 4,610 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $271,482 | 4,610 | Shares | Other | 2025-02-14 | |
| 2024-09-30 | $295,639 | 4,610 | Shares | Other | 2024-11-14 | |
| No filing history on record for this holder in this stock. | ||||||