Position in VTR
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$3,379,905
+$1,031,675 QoQ
Shares Held
38,062
+32.6% QoQ
Ownership
0.007%
of shares outstanding
% of Portfolio
0.06%
of 13F equity value
Holder Rank
#304
of 941 holders
Holding Since
Jun 2025
5 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, 2026MIZUHO SECURITIES USA LLC holds $17,078,445 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (19.8% of the industry book) .
All Filings in VTR
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,379,905 | 38,062 | Shares | Defined | 2026-07-28 | |
| 2026-03-31 | $2,348,230 | 28,714 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $2,646,628 | 34,203 | Shares | Defined | 2026-02-09 | |
| 2025-09-30 | $2,316,738 | 33,101 | Shares | Defined | 2025-10-22 | |
| 2025-06-30 | $1,969,332 | 31,185 | Shares | Defined | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||