Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$1,362,369
+$76,297 QoQ
Shares Held
15,342
-2.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.40%
of 13F equity value
Holder Rank
#410
of 942 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, 2026Gold Investment Management Ltd. holds $1,914,587 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (71.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
15,342 | $1,362,369 | |
| 2 | WELL |
Welltower Inc.
|
2,433 | $552,218 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,362,369 | 15,342 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $1,286,072 | 15,726 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $1,216,490 | 15,721 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $1,136,287 | 16,235 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $1,057,699 | 16,749 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $1,264,633 | 18,392 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $1,125,917 | 19,119 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $1,253,228 | 19,542 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $1,032,581 | 20,144 | Shares | Sole | 2024-07-26 | |
| 2024-03-31 | $907,504 | 20,843 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $1,058,302 | 21,234 | Shares | Sole | 2024-02-12 | |
| No filing history on record for this holder in this stock. | ||||||