Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$380,952
+$30,116 QoQ
Shares Held
4,290
0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.20%
of 13F equity value
Holder Rank
#599
of 941 holders
Holding Since
Dec 2023
11 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, 2026Cetera Trust Company, N.A holds $1,037,420 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (36.7% of the industry book) .
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $380,952 | 4,290 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $350,836 | 4,290 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $366,781 | 4,740 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $340,501 | 4,865 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $307,224 | 4,865 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $328,329 | 4,775 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $281,199 | 4,775 | Shares | Sole | 2025-01-17 | |
| 2024-09-30 | $322,253 | 5,025 | Shares | Sole | 2024-10-21 | |
| 2024-06-30 | $261,426 | 5,100 | Shares | Sole | 2024-08-02 | |
| 2024-03-31 | $222,054 | 5,100 | Shares | Sole | 2024-05-08 | |
| 2023-12-31 | $254,184 | 5,100 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||