Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$273,414
+$39,442 QoQ
Shares Held
3,079
+7.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#661
of 941 holders
Holding Since
Mar 2025
4 quarters on record
Voting authority
Sole 92%
Shared 0%
None 8%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Fiduciary Trust Co holds $483,133 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (56.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
3,079 | $273,414 | |
| 2 | WELL |
Welltower Inc.
|
924 | $209,719 |
All Filings in VTR
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $273,414 | 3,079 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $233,972 | 2,861 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $218,985 | 2,830 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $222,782 | 3,240 | Shares | Sole | 2025-05-15 | |
| No filing history on record for this holder in this stock. | ||||||