Position in VTR
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$656,551,679
+$68,504,905 QoQ
Shares Held
7,393,600
+2.8% QoQ
Ownership
1.44%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#14
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 93%
Shared 6%
None 1%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DIMENSIONAL FUND ADVISORS LP holds $3,639,138,158 across 17 REIT - Healthcare Facilities names. VTR ranks #2 (18.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
8,479,319 | $1,924,551,031 | |
| 2 | VTR |
Ventas, Inc.
This page
|
7,393,600 | $656,551,679 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
10,728,418 | $229,588,142 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,418,159 | $210,657,819 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,838,622 | $148,034,135 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
3,408,439 | $137,530,511 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,037,379 | $101,603,932 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
3,659,815 | $71,402,988 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $656,551,679 | 7,393,600 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $588,046,774 | 7,190,594 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $536,829,552 | 6,937,575 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $462,013,996 | 6,601,143 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $406,695,154 | 6,440,145 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $435,806,997 | 6,338,089 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $359,491,059 | 6,104,450 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $382,576,940 | 5,965,647 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $304,050,636 | 5,931,538 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $254,058,334 | 5,835,056 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $292,261,807 | 5,864,001 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $246,222,800 | 5,844,358 | Shares | Sole | 2023-11-09 | |
| 2023-06-30 | $271,630,199 | 5,746,355 | Shares | Sole | 2023-08-09 | |
| 2023-03-31 | $246,482,028 | 5,685,860 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $248,583,689 | 5,517,951 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $223,610,159 | 5,566,596 | Shares | Sole | 2022-11-10 | |
| 2022-06-30 | $284,762,456 | 5,536,894 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $345,106,851 | 5,587,870 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $285,440,482 | 5,583,734 | Shares | Defined | 2022-02-09 | |
| 2021-09-30 | $311,535,509 | 5,642,737 | Shares | Defined | 2021-11-12 | |
| 2021-06-30 | $310,524,360 | 5,438,255 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $290,457,315 | 5,445,394 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $264,104,380 | 5,385,489 | Shares | Defined | 2021-03-08 | |
| 2020-09-30 | $229,352,269 | 5,465,974 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $204,686,281 | 5,589,467 | Shares | Defined | 2020-08-13 | |
| 2020-03-31 | $148,365,202 | 5,536,015 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||