Position in VTR
as of Mar 31, 2026
· filed May 12, 2026
Position Value
$4,203,409
-$1,220,850 QoQ
Shares Held
51,399
-26.7% QoQ
Ownership
0.011%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 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 Mar 31, 2026STIFEL FINANCIAL CORP holds $100,825,445 across 13 REIT - Healthcare Facilities names. VTR ranks #5 (4.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
295,621 | $58,447,226 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
249,529 | $10,934,359 | |
| 3 | XRN |
Chiron Real Estate Inc.
|
269,055 | $8,900,339 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
341,314 | $5,607,787 | |
| 5 | VTR |
Ventas, Inc.
This page
|
51,399 | $4,203,409 | |
| 6 | UHT |
Universal Health Realty Income Trust
|
93,638 | $3,789,529 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
98,711 | $3,617,757 | |
| 8 | HR |
Healthcare Realty Trust Inc
|
154,019 | $2,616,782 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 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. | ||||||