Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$262,492
+$20,833 QoQ
Shares Held
2,956
+0.0% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#668
of 939 holders
Holding Since
Sep 2020
22 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, 2026STEPHENS INC /AR/ holds $4,867,017 across 6 REIT - Healthcare Facilities names. VTR ranks #6 (5.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
7,625 | $1,730,646 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
45,567 | $975,133 | |
| 3 | SBRA |
Sabra Health Care REIT, Inc.
|
40,133 | $782,994 | |
| 4 | NHI |
National Health Investors Inc
|
8,760 | $668,037 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
9,390 | $447,715 | |
| 6 | VTR |
Ventas, Inc.
This page
|
2,956 | $262,492 |
All Filings in VTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $262,492 | 2,956 | Shares | Defined | 2026-07-29 | |
| 2026-03-31 | $241,659 | 2,955 | Shares | Defined | 2026-04-28 | |
| 2025-12-31 | $305,651 | 3,950 | Shares | Defined | 2026-02-05 | |
| 2025-09-30 | $285,349 | 4,077 | Shares | Defined | 2025-10-27 | |
| 2025-06-30 | $314,929 | 4,987 | Shares | Defined | 2025-07-29 | |
| 2025-03-31 | $320,009 | 4,654 | Shares | Defined | 2025-05-01 | |
| 2024-12-31 | $288,737 | 4,903 | Shares | Defined | 2025-01-28 | |
| 2024-09-30 | $331,552 | 5,170 | Shares | Defined | 2024-10-28 | |
| 2024-06-30 | $224,570 | 4,381 | Shares | Defined | 2024-08-06 | |
| 2023-12-31 | $280,948 | 5,637 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $241,278 | 5,727 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $275,867 | 5,836 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $255,244 | 5,888 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $225,204 | 4,999 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $205,027 | 5,104 | Shares | Defined | 2022-11-02 | |
| 2022-06-30 | $282,144 | 5,486 | Shares | Defined | 2022-08-03 | |
| 2022-03-31 | $223,571 | 3,620 | Shares | Defined | 2022-05-04 | |
| 2021-09-30 | $283,116 | 5,128 | Shares | Defined | 2021-10-27 | |
| 2021-06-30 | $326,155 | 5,712 | Shares | Defined | 2021-08-12 | |
| 2021-03-31 | $275,874 | 5,172 | Shares | Defined | 2021-05-14 | |
| 2020-12-31 | $203,565 | 4,151 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $212,779 | 5,071 | Shares | Defined | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||