Position in VTR
as of Jun 30, 2026
· filed Jul 27, 2026
Position Value
$390,631
+$6,102 QoQ
Shares Held
4,399
-6.4% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#596
of 941 holders
Holding Since
Jun 2023
12 quarters on record
Voting authority
Sole 96%
Shared 0%
None 4%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026V-Square Quantitative Management LLC holds $5,563,453 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (7.0% of the industry book) .
All Filings in VTR
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $390,631 | 4,399 | Shares | Sole | 2026-07-27 | |
| 2026-03-31 | $384,529 | 4,702 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $374,132 | 4,835 | Shares | Sole | 2026-01-22 | |
| 2025-06-30 | $350,040 | 5,543 | Shares | Sole | 2025-07-17 | |
| 2025-03-31 | $362,158 | 5,267 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $339,913 | 5,772 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $374,006 | 5,832 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $287,824 | 5,615 | Shares | Sole | 2024-07-16 | |
| 2024-03-31 | $299,424 | 6,877 | Shares | Sole | 2024-04-24 | |
| 2023-12-31 | $261,709 | 5,251 | Shares | Sole | 2024-02-21 | |
| 2023-09-30 | $221,224 | 5,251 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $59,087 | 1,250 | Shares | Sole | 2023-07-26 | |
| No filing history on record for this holder in this stock. | ||||||