Position in VTR
as of Mar 31, 2026
· filed May 6, 2026
Position Value
$16,683
+$6,005 QoQ
Shares Held
204
+47.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Sep 2023
11 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, 2026Annis Gardner Whiting Capital Advisors, LLC holds $494,795 across 2 REIT - Healthcare Facilities names.
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $16,683 | 204 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $10,678 | 138 | Shares | Sole | 2026-02-09 | |
| 2025-09-30 | $10,778 | 154 | Shares | Sole | 2025-11-03 | |
| 2025-06-30 | $4,041 | 64 | Shares | Sole | 2025-08-11 | |
| 2025-03-31 | $4,400 | 64 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,768 | 64 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $4,104 | 64 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $4,254 | 83 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $2,786 | 64 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $4,086 | 82 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 | $2,696 | 64 | Shares | Sole | 2023-11-08 | |
| No filing history on record for this holder in this stock. | ||||||