Position in VTR
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$20,878,123
+$4,085,501 QoQ
Shares Held
235,114
+14.5% QoQ
Ownership
0.046%
of shares outstanding
% of Portfolio
0.69%
of 13F equity value
Holder Rank
#152
of 941 holders
Holding Since
Dec 2023
11 quarters on record
Voting authority
Sole 99%
Shared 0%
None 1%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026OLD NATIONAL BANCORP /IN/ holds $30,953,777 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (67.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
235,114 | $20,878,123 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
470,825 | $10,075,654 |
All Filings in VTR
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $20,878,123 | 235,114 | Shares | Sole | 2026-07-15 | |
| 2026-03-31 | $16,792,622 | 205,339 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $16,175,205 | 209,036 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $14,526,073 | 207,545 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $13,285,118 | 210,374 | Shares | Sole | 2025-07-22 | |
| 2025-03-31 | $14,108,176 | 205,180 | Shares | Sole | 2025-04-14 | |
| 2024-12-31 | $12,176,331 | 206,764 | Shares | Sole | 2025-01-23 | |
| 2024-09-30 | $12,869,864 | 200,684 | Shares | Sole | 2024-10-18 | |
| 2024-06-30 | $9,766,105 | 190,521 | Shares | Sole | 2024-07-11 | |
| 2024-03-31 | $7,120,270 | 163,534 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $6,046,339 | 121,315 | Shares | Sole | 2024-02-01 | |
| No filing history on record for this holder in this stock. | ||||||