Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$11,011
+$871 QoQ
Shares Held
124
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#830
of 941 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026CALDWELL SUTTER CAPITAL, INC. holds $863,346 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (1.3% of the industry book) .
All Filings in VTR
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $11,011 | 124 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $10,140 | 124 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $9,595 | 124 | Shares | Sole | 2026-01-30 | |
| 2025-09-30 | $8,678 | 124 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $7,830 | 124 | Shares | Sole | 2025-07-11 | |
| 2025-03-31 | $8,526 | 124 | Shares | Sole | 2025-04-16 | |
| 2024-12-31 | $7,302 | 124 | Shares | Sole | 2025-01-21 | |
| 2024-09-30 | $7,952 | 124 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $6,356 | 124 | Shares | Sole | 2024-07-23 | |
| 2024-03-31 | $5,398 | 124 | Shares | Sole | 2024-04-19 | |
| 2023-12-31 | $6,180 | 124 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $5,224 | 124 | Shares | Sole | 2023-10-25 | |
| 2023-06-30 | $5,861 | 124 | Shares | Sole | 2023-07-19 | |
| No filing history on record for this holder in this stock. | ||||||