Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$909,933
+$258,883 QoQ
Shares Held
10,247
+28.7% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
1.93%
of 13F equity value
Holder Rank
#460
of 942 holders
Holding Since
Dec 2025
3 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, 2026Gross & Hartman Investments LLC holds $2,510,892 across 6 REIT - Healthcare Facilities names. VTR ranks #1 (36.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
10,247 | $909,933 | |
| 2 | WELL |
Welltower Inc.
|
2,016 | $457,571 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
7,020 | $366,093 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
15,129 | $305,151 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
11,945 | $255,623 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
11,098 | $216,521 |
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $909,933 | 10,247 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $651,050 | 7,961 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $595,129 | 7,691 | Shares | Sole | 2026-05-14 | |
| No filing history on record for this holder in this stock. | ||||||