Position in VTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$31,346
+$2,478 QoQ
Shares Held
353
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#781
of 942 holders
Holding Since
Jun 2024
9 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, 2026Bank & Trust Co holds $156,179 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (20.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
550 | $124,833 | |
| 2 | VTR |
Ventas, Inc.
This page
|
353 | $31,346 |
All Filings in VTR
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $31,346 | 353 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $28,868 | 353 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $27,315 | 353 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $24,706 | 353 | Shares | Sole | 2025-10-06 | |
| 2025-06-30 | $22,291 | 353 | Shares | Sole | 2025-07-14 | |
| 2025-03-31 | $24,272 | 353 | Shares | Sole | 2025-04-09 | |
| 2024-12-31 | $20,788 | 353 | Shares | Sole | 2025-01-07 | |
| 2024-09-30 | $22,637 | 353 | Shares | Sole | 2024-10-09 | |
| 2024-06-30 | $18,094 | 353 | Shares | Sole | 2024-07-08 | |
| No filing history on record for this holder in this stock. | ||||||