Position in VTR
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$188,256
+$14,883 QoQ
Shares Held
2,120
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#716
of 942 holders
Holding Since
Sep 2021
20 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, 2026Caldwell Trust Co holds $430,868 across 5 REIT - Healthcare Facilities names. VTR ranks #1 (43.7% of the industry book) .
All Filings in VTR
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20 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $188,256 | 2,120 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $173,373 | 2,120 | Shares | Sole | 2026-04-22 | |
| 2025-12-31 | $164,045 | 2,120 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $148,378 | 2,120 | Shares | Sole | 2025-10-23 | |
| 2025-06-30 | $133,878 | 2,120 | Shares | Sole | 2025-09-22 | |
| 2025-03-31 | $145,771 | 2,120 | Shares | Sole | 2025-09-23 | |
| 2024-12-31 | $124,846 | 2,120 | Shares | Sole | 2025-09-24 | |
| 2024-09-30 | $135,955 | 2,120 | Shares | Sole | 2025-09-24 | |
| 2024-06-30 | $108,671 | 2,120 | Shares | Sole | 2025-09-24 | |
| 2024-03-31 | $92,304 | 2,120 | Shares | Sole | 2025-09-24 | |
| 2023-12-31 | $105,660 | 2,120 | Shares | Sole | 2025-10-01 | |
| 2023-09-30 | $89,315 | 2,120 | Shares | Sole | 2025-10-01 | |
| 2023-06-30 | $112,029 | 2,370 | Shares | Sole | 2025-10-01 | |
| 2023-03-31 | $102,739 | 2,370 | Shares | Sole | 2025-10-01 | |
| 2022-12-31 | $106,768 | 2,370 | Shares | Sole | 2025-10-01 | |
| 2022-09-30 | $95,202 | 2,370 | Shares | Sole | 2025-10-01 | |
| 2022-06-30 | $121,889 | 2,370 | Shares | Sole | 2025-10-02 | |
| 2022-03-31 | $146,371 | 2,370 | Shares | Sole | 2025-10-02 | |
| 2021-12-31 | $108,374 | 2,120 | Shares | Sole | 2025-10-02 | |
| 2021-09-30 | $117,045 | 2,120 | Shares | Sole | 2025-10-02 | |
| No filing history on record for this holder in this stock. | ||||||