Position in VTR
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$118,192
+$13,351 QoQ
Shares Held
1,331
+3.8% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#733
of 941 holders
Holding Since
Sep 2023
11 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026NBC SECURITIES, INC. holds $1,053,949 across 13 REIT - Healthcare Facilities names. VTR ranks #3 (11.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | DOC |
Healthpeak Properties, Inc.
|
19,738 | $422,393 | |
| 2 | WELL |
Welltower Inc.
|
1,430 | $324,567 | |
| 3 | VTR |
Ventas, Inc.
This page
|
1,331 | $118,192 | |
| 4 | SILA |
Sila Realty Trust, Inc.
|
1,728 | $52,462 | |
| 5 | OHI |
Omega Healthcare Investors Inc
|
874 | $41,672 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
509 | $26,544 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
1,213 | $23,665 | |
| 8 | MPT |
Medical Properties Trust Inc
|
3,391 | $15,666 |
All Filings in VTR
Export CSV
11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $118,192 | 1,331 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $104,841 | 1,282 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $84,034 | 1,086 | Shares | Sole | 2026-01-29 | |
| 2025-09-30 | $69,360 | 991 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $61,760 | 978 | Shares | Sole | 2025-07-08 | |
| 2025-03-31 | $65,459 | 952 | Shares | Sole | 2025-04-09 | |
| 2024-09-30 | $61,051 | 952 | Shares | Sole | 2024-10-15 | |
| 2024-06-30 | $53,925 | 1,052 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $45,804 | 1,052 | Shares | Sole | 2024-04-05 | |
| 2023-12-31 | $52,431 | 1,052 | Shares | Sole | 2024-02-07 | |
| 2023-09-30 | $44,320 | 1,052 | Shares | Sole | 2023-11-03 | |
| No filing history on record for this holder in this stock. | ||||||