Position in VTR
as of Jun 30, 2026
· filed Jul 10, 2026
Position Value
$1,795,536
+$119,046 QoQ
Shares Held
20,220
-1.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
0.96%
of 13F equity value
Holder Rank
#370
of 942 holders
Holding Since
Dec 2024
7 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, 2026Kentucky Trust Co holds $2,709,504 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (66.3% of the industry book) .
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,795,536 | 20,220 | Shares | Sole | 2026-07-10 | |
| 2026-03-31 | $1,676,490 | 20,500 | Shares | Sole | 2026-04-17 | |
| 2025-12-31 | $1,586,290 | 20,500 | Shares | Sole | 2026-01-21 | |
| 2025-09-30 | $1,487,637 | 21,255 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $1,378,564 | 21,830 | Shares | Sole | 2025-07-15 | |
| 2025-03-31 | $1,553,288 | 22,590 | Shares | Sole | 2025-04-21 | |
| 2024-12-31 | $1,327,380 | 22,540 | Shares | Sole | 2025-01-29 | |
| No filing history on record for this holder in this stock. | ||||||