Position in VTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$4,878,585
+$355,724 QoQ
Shares Held
59,655
+2.1% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026COMMONWEALTH EQUITY SERVICES, LLC holds $90,599,026 across 12 REIT - Healthcare Facilities names. VTR ranks #5 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | AHR |
American Healthcare REIT, Inc.
|
789,098 | $37,213,861 | |
| 2 | WELL |
Welltower Inc.
|
86,964 | $17,193,652 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
295,241 | $12,937,460 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
659,644 | $10,837,950 | |
| 5 | VTR |
Ventas, Inc.
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|
59,655 | $4,878,585 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
158,329 | $3,044,666 | |
| 7 | SILA |
Sila Realty Trust, Inc.
|
53,462 | $1,265,980 | |
| 8 | NHI |
National Health Investors Inc
|
11,035 | $892,290 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $4,878,585 | 59,655 | Shares | Sole | 2026-04-27 | |
| 2025-12-31 | $4,522,861 | 58,450 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $4,007,277 | 57,255 | Shares | Sole | 2025-10-22 | |
| 2025-06-30 | $3,500,720 | 55,435 | Shares | Sole | 2025-08-06 | |
| 2025-03-31 | $3,933,828 | 57,211 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $3,097,496 | 52,598 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 | $3,476,872 | 54,216 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $2,928,483 | 57,130 | Shares | Sole | 2024-07-31 | |
| 2024-03-31 | $2,534,332 | 58,207 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $2,875,369 | 57,692 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $2,571,657 | 61,041 | Shares | Sole | 2023-10-23 | |
| 2023-06-30 | $2,825,753 | 59,779 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $2,756,843 | 63,595 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $2,908,518 | 64,562 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $2,805,111 | 69,831 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $3,748,424 | 72,884 | Shares | Sole | 2022-07-19 | |
| 2022-03-31 | $4,381,439 | 70,943 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $3,669,086 | 71,774 | Shares | Sole | 2022-01-31 | |
| 2021-09-30 | $4,131,419 | 74,831 | Shares | Sole | 2021-10-29 | |
| 2021-06-30 | $4,072,029 | 71,314 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $5,057,485 | 94,816 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $5,012,721 | 102,217 | Shares | Sole | 2021-02-11 | |
| 2020-09-30 | $4,496,223 | 107,155 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $4,016,335 | 109,676 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $2,665,635 | 99,464 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||