Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$1,300,298
+$225,546 QoQ
Shares Held
14,643
+11.4% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#413
of 941 holders
Holding Since
Dec 2024
7 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, 2026MUFG SECURITIES AMERICAS INC. holds $6,570,256 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (19.8% of the industry book) .
All Filings in VTR
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7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,300,298 | 14,643 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $1,074,752 | 13,142 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $979,243 | 12,655 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $857,727 | 12,255 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $631,626 | 10,002 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $532,064 | 7,738 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $370,653 | 6,294 | Shares | Sole | 2025-02-14 | |
| No filing history on record for this holder in this stock. | ||||||