Position in VTR
as of Jun 30, 2026
· filed Aug 19, 2026
Position Value
$8,730,638
+$682,832 QoQ
Shares Held
98,318
-0.1% QoQ
Ownership
0.019%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
#226
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 19%
Shared 0%
None 81%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MERCER GLOBAL ADVISORS INC /ADV holds $60,191,920 across 14 REIT - Healthcare Facilities names. VTR ranks #2 (14.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
140,565 | $31,904,038 | |
| 2 | VTR |
Ventas, Inc.
This page
|
98,318 | $8,730,638 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
138,748 | $6,615,504 | |
| 4 | HR |
Healthcare Realty Trust Inc
|
140,219 | $2,828,217 | |
| 5 | DOC |
Healthpeak Properties, Inc.
|
118,281 | $2,531,213 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
47,207 | $2,461,845 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
70,115 | $1,367,943 | |
| 8 | MPT |
Medical Properties Trust Inc
|
235,840 | $1,089,580 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $8,730,638 | 98,318 | Shares | Sole | 2026-08-19 | |
| 2026-03-31 | $8,047,806 | 98,408 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $7,927,271 | 102,446 | Shares | Sole | 2026-02-18 | |
| 2025-09-30 | $4,829,869 | 69,008 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $2,830,509 | 44,822 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $3,763,578 | 54,735 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,869,827 | 48,732 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $1,328,709 | 20,719 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $872,035 | 17,012 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $718,061 | 16,492 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $720,536 | 14,457 | Shares | Sole | 2024-02-15 | |
| 2023-09-30 | $568,502 | 13,494 | Shares | Sole | 2023-11-15 | |
| 2023-06-30 | $729,848 | 15,440 | Shares | Sole | 2023-08-14 | |
| 2023-03-31 | $642,923 | 14,831 | Shares | Sole | 2023-05-16 | |
| 2022-12-31 | $854,688 | 18,972 | Shares | Sole | 2023-02-09 | |
| 2022-09-30 | $751,701 | 18,713 | Shares | Sole | 2022-11-15 | |
| 2022-06-30 | $907,893 | 17,653 | Shares | Sole | 2022-08-10 | |
| 2022-03-31 | $1,185,050 | 19,188 | Shares | Sole | 2022-05-10 | |
| 2021-12-31 | $827,172 | 16,181 | Shares | Sole | 2022-02-04 | |
| 2021-09-30 | $759,027 | 13,748 | Shares | Sole | 2021-11-10 | |
| 2021-06-30 | $721,744 | 12,640 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $730,224 | 13,690 | Shares | Sole | 2021-08-10 | |
| 2020-12-31 | $651,398 | 13,283 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $583,831 | 13,914 | Shares | Sole | 2020-12-10 | |
| 2020-06-30 | $491,147 | 13,412 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $415,721 | 15,512 | Shares | Sole | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||