Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$30,458
+$30,377 QoQ
Shares Held
343
+34200.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#780
of 939 holders
Holding Since
Mar 2020
19 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, 2026MEEDER ASSET MANAGEMENT INC holds $186,264 across 7 REIT - Healthcare Facilities names. VTR ranks #2 (16.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
483 | $109,626 | |
| 2 | VTR |
Ventas, Inc.
This page
|
343 | $30,458 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
243 | $11,586 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
534 | $11,427 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
153 | $7,978 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
190 | $7,666 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
373 | $7,523 |
All Filings in VTR
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $30,458 | 343 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $81 | 1 | Shares | Sole | 2026-05-07 | |
| 2025-12-31 | $77 | 1 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $12,878 | 184 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $22,544 | 357 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $9,970 | 145 | Shares | Sole | 2025-05-07 | |
| 2024-12-31 | $12,779 | 217 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $14,878 | 232 | Shares | Sole | 2024-11-07 | |
| 2024-06-30 | $11,174 | 218 | Shares | Sole | 2024-08-08 | |
| 2022-09-30 | $77,568 | 1,931 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $112,014 | 2,178 | Shares | Defined | 2022-08-08 | |
| 2022-03-31 | $121,234 | 1,963 | Shares | Defined | 2022-05-10 | |
| 2021-09-30 | $512,457 | 9,282 | Shares | Defined | 2021-11-08 | |
| 2021-06-30 | $40,997 | 718 | Shares | Defined | 2021-08-09 | |
| 2021-03-31 | $183,649 | 3,443 | Shares | Defined | 2021-04-28 | |
| 2020-12-31 | $53,649 | 1,094 | Shares | Defined | 2021-02-09 | |
| 2020-09-30 | $42,673 | 1,017 | Shares | Defined | 2020-11-02 | |
| 2020-06-30 | $31,676 | 865 | Shares | Defined | 2020-08-11 | |
| 2020-03-31 | $18,358 | 685 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||