Position in VTR
as of Jun 30, 2026
· filed Jul 24, 2026
Position Value
$26,284
+$5,758 QoQ
Shares Held
296
+17.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#792
of 942 holders
Holding Since
Dec 2020
10 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, 2026BARTLETT & CO. WEALTH MANAGEMENT LLC holds $421,934 across 8 REIT - Healthcare Facilities names. VTR ranks #4 (6.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CTRE |
CareTrust REIT, Inc.
|
4,014 | $161,964 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
3,200 | $152,576 | |
| 3 | WELL |
Welltower Inc.
|
116 | $26,328 | |
| 4 | VTR |
Ventas, Inc.
This page
|
296 | $26,284 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
1,008 | $20,331 | |
| 6 | SILA |
Sila Realty Trust, Inc.
|
643 | $19,521 | |
| 7 | DOC |
Healthpeak Properties, Inc.
|
639 | $13,674 | |
| 8 | MPT |
Medical Properties Trust Inc
|
272 | $1,256 |
All Filings in VTR
Export CSV
10 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $26,284 | 296 | Shares | Sole | 2026-07-24 | |
| 2026-03-31 | $20,526 | 251 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $18,648 | 241 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $16,867 | 241 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $11,872 | 188 | Shares | Sole | 2025-07-18 | |
| 2025-03-31 | $13,064 | 190 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $11,071 | 188 | Shares | Sole | 2025-01-17 | |
| 2021-06-30 | $571 | 10 | Shares | Sole | 2024-02-14 | |
| 2021-03-31 | $533 | 10 | Shares | Sole | 2024-02-14 | |
| 2020-12-31 | $490 | 10 | Shares | Sole | 2024-02-13 | |
| No filing history on record for this holder in this stock. | ||||||