Position in VTR
as of Mar 31, 2026
· filed May 15, 2026
Position Value
$6,481,554
+$762,167 QoQ
Shares Held
79,256
+7.2% QoQ
Ownership
0.016%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Dec 2022
14 quarters on record
Voting authority
Sole 27%
Shared 10%
None 63%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026Corient Private Wealth LLC holds $56,147,180 across 10 REIT - Healthcare Facilities names. VTR ranks #3 (11.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
109,148 | $21,579,650 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
390,551 | $17,113,944 | |
| 3 | VTR |
Ventas, Inc.
This page
|
79,256 | $6,481,554 | |
| 4 | CTRE |
CareTrust REIT, Inc.
|
94,691 | $3,470,424 | |
| 5 | MPT |
Medical Properties Trust Inc
|
577,660 | $2,674,565 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
128,925 | $2,479,227 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
86,773 | $1,425,679 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
26,261 | $446,174 |
All Filings in VTR
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14 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $6,481,554 | 79,256 | Shares | Other | 2026-05-15 | |
| 2025-12-31 | $5,719,387 | 73,913 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 | $5,448,790 | 77,851 | Shares | Other | 2025-11-14 | |
| 2025-06-30 | $5,291,337 | 83,790 | Shares | Other | 2025-09-26 | |
| 2025-03-31 | $6,280,330 | 91,337 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $8,466,084 | 143,761 | Shares | Other | 2025-02-10 | |
| 2024-09-30 | $9,685,746 | 151,033 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $7,678,132 | 149,788 | Shares | Other | 2024-08-13 | |
| 2024-03-31 | $6,250,645 | 143,561 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $4,180,728 | 83,883 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $3,478,083 | 82,556 | Shares | Other | 2023-11-03 | |
| 2023-06-30 | $3,826,269 | 80,945 | Shares | Other | 2023-08-10 | |
| 2023-03-31 | $3,528,256 | 81,390 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $1,432,725 | 31,803 | Shares | Other | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||