Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$6,265,994
+$4,943,121 QoQ
Shares Held
70,563
+336.2% QoQ
Ownership
0.014%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#256
of 939 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MML INVESTORS SERVICES, LLC holds $40,660,062 across 10 REIT - Healthcare Facilities names. VTR ranks #3 (15.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
86,187 | $19,561,863 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
366,273 | $7,838,242 | |
| 3 | VTR |
Ventas, Inc.
This page
|
70,563 | $6,265,994 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
39,230 | $1,870,486 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
37,271 | $1,503,884 | |
| 6 | HR |
Healthcare Realty Trust Inc
|
73,532 | $1,483,140 | |
| 7 | AHR |
American Healthcare REIT, Inc.
|
26,617 | $1,388,076 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
15,208 | $296,708 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,265,994 | 70,563 | Shares | Defined | 2026-08-07 | |
| 2026-03-31 | $1,322,873 | 16,176 | Shares | Defined | 2026-05-04 | |
| 2025-12-31 | $1,991,451 | 25,736 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $1,704,396 | 24,352 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $1,562,646 | 24,745 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $1,608,640 | 23,395 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $1,255,063 | 21,312 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $1,281,060 | 19,976 | Shares | Defined | 2024-11-15 | |
| 2024-06-30 | $886,080 | 17,286 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $694,463 | 15,950 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $752,883 | 15,106 | Shares | Defined | 2024-02-14 | |
| 2023-09-30 | $753,663 | 17,889 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $965,253 | 20,420 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $673,919 | 15,546 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $835,587 | 18,548 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $650,312 | 16,189 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $680,881 | 13,239 | Shares | Defined | 2022-08-12 | |
| 2022-03-31 | $764,341 | 12,376 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $606,232 | 11,859 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $662,630 | 12,002 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $692,451 | 12,127 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $824,263 | 15,453 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $672,926 | 13,722 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,588,689 | 37,862 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $1,361,934 | 37,191 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,015,237 | 37,882 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||