Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$254,282,795
+$40,683,740 QoQ
Shares Held
2,863,545
+9.6% QoQ
Ownership
0.558%
of shares outstanding
% of Portfolio
2.42%
of 13F equity value
Holder Rank
#34
of 942 holders
Holding Since
Mar 2020
17 quarters on record
Voting authority
Sole 26%
Shared 15%
None 59%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026DUFF & PHELPS INVESTMENT MANAGEMENT CO holds $1,228,099,502 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (20.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
3,024,718 | $686,520,242 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,863,545 | $254,282,795 | |
| 3 | AHR |
American Healthcare REIT, Inc.
|
3,100,314 | $161,681,375 | |
| 4 | SBRA |
Sabra Health Care REIT, Inc.
|
3,331,616 | $64,999,827 | |
| 5 | NHP |
National Healthcare Properties, Inc.
|
4,130,444 | $60,511,003 | |
| 6 | DOC |
Healthpeak Properties, Inc.
|
4,872 | $104,260 |
All Filings in VTR
Export CSV
17 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $254,282,795 | 2,863,545 | Shares | Other | 2026-08-13 | |
| 2026-03-31 | $213,599,055 | 2,611,874 | Shares | Other | 2026-04-28 | |
| 2025-12-31 | $199,352,082 | 2,576,274 | Shares | Other | 2026-01-26 | |
| 2025-09-30 | $168,923,454 | 2,413,537 | Shares | Other | 2025-11-13 | |
| 2025-06-30 | $174,764,909 | 2,767,457 | Shares | Other | 2025-08-11 | |
| 2025-03-31 | $194,193,435 | 2,824,221 | Shares | Other | 2025-05-13 | |
| 2024-12-31 | $167,923,421 | 2,851,476 | Shares | Other | 2025-02-12 | |
| 2024-09-30 | $182,549,636 | 2,846,556 | Shares | Other | 2024-11-15 | |
| 2024-06-30 | $157,087,551 | 3,064,525 | Shares | Other | 2024-08-15 | |
| 2024-03-31 | $136,780,474 | 3,141,490 | Shares | Other | 2024-05-14 | |
| 2023-12-31 | $157,064,530 | 3,151,375 | Shares | Other | 2024-02-05 | |
| 2023-09-30 | $132,405,110 | 3,142,775 | Shares | Other | 2023-11-13 | |
| 2023-06-30 | $139,275,855 | 2,946,390 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $118,773,581 | 2,739,875 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $111,412,028 | 2,473,075 | Shares | Other | 2023-02-08 | |
| 2020-06-30 | $1,420,856 | 38,800 | Shares | Sole | 2020-08-06 | |
| 2020-03-31 | $1,039,840 | 38,800 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||