Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$6,926
+$5,373 QoQ
Shares Held
78
+310.5% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#849
of 942 holders
Holding Since
Sep 2023
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, 2026Colonial Trust Co / SC holds $157,999 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (4.4% of the industry book) .
All Filings in VTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,926 | 78 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $1,553 | 19 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,470 | 19 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $1,329 | 19 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,010 | 16 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,031 | 15 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 | $14,722 | 250 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $448 | 7 | Shares | Sole | 2024-11-12 | |
| 2023-09-30 | $6,150 | 146 | Shares | Sole | 2023-11-13 | |
| No filing history on record for this holder in this stock. | ||||||