Position in VTR
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$15,925,746
+$11,722,337 QoQ
Shares Held
179,344
+248.9% QoQ
Ownership
0.035%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#171
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 98%
Shared 0%
None 2%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026STIFEL FINANCIAL CORP holds $134,826,940 across 14 REIT - Healthcare Facilities names. VTR ranks #2 (11.8% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
336,691 | $76,418,753 | |
| 2 | VTR |
Ventas, Inc.
This page
|
179,344 | $15,925,746 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
247,865 | $11,818,201 | |
| 4 | XRN |
Chiron Real Estate Inc.
|
267,266 | $10,027,819 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
297,250 | $6,361,148 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
94,934 | $4,163,804 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
97,892 | $3,949,941 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
127,810 | $2,577,927 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $15,925,746 | 179,344 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $4,203,409 | 51,399 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $5,424,259 | 70,099 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $10,684,951 | 152,664 | Shares | Defined | 2025-11-12 | |
| 2025-06-30 | $8,640,307 | 136,822 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $2,468,138 | 35,895 | Shares | Defined | 2025-05-14 | |
| 2024-12-31 | $2,155,195 | 36,597 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $2,218,447 | 34,593 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,671,484 | 32,608 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $1,709,204 | 39,256 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $2,055,600 | 41,244 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,776,325 | 42,163 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $2,138,115 | 45,232 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,907,832 | 44,010 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,901,378 | 42,206 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $1,800,458 | 44,821 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $2,253,866 | 43,824 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $2,815,821 | 45,593 | Shares | Defined | 2022-05-13 | |
| 2021-12-31 | $1,954,469 | 38,233 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $2,030,291 | 36,774 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $2,010,204 | 35,205 | Shares | Defined | 2021-08-13 | |
| 2021-03-31 | $1,737,761 | 32,579 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $1,528,231 | 31,163 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $1,403,686 | 33,453 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $1,480,691 | 40,434 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $1,177,805 | 43,948 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||