Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$257,520
+$62,884 QoQ
Shares Held
2,900
+21.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#672
of 942 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA holds $1,272,302 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (20.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
4,471 | $1,014,782 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,900 | $257,520 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $257,520 | 2,900 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $194,636 | 2,380 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $199,640 | 2,580 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $163,076 | 2,330 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $127,563 | 2,020 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $138,895 | 2,020 | Shares | Sole | 2025-08-14 | |
| 2024-12-31 | $102,468 | 1,740 | Shares | Sole | 2025-08-14 | |
| 2024-09-30 | $84,651 | 1,320 | Shares | Sole | 2025-08-14 | |
| 2024-06-30 | $49,722 | 970 | Shares | Sole | 2025-08-14 | |
| 2024-03-31 | $42,233 | 970 | Shares | Sole | 2025-08-14 | |
| 2023-12-31 | $48,344 | 970 | Shares | Sole | 2025-08-14 | |
| No filing history on record for this holder in this stock. | ||||||