CHARLES SCHWAB INVESTMENT MANAGEMENT INC
Position in VTR — Ventas, Inc.
CIK 884546
SAN FRANCISCO, CA
Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$616,512,558
+$89,246,885 QoQ
Shares Held
6,942,709
+7.7% QoQ
Ownership
1.35%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#15
of 942 holders
Holding Since
Mar 2020
26 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, 2026CHARLES SCHWAB INVESTMENT MANAGEMENT INC holds $4,087,627,373 across 18 REIT - Healthcare Facilities names. VTR ranks #2 (15.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,394,281 | $2,132,219,958 | |
| 2 | VTR |
Ventas, Inc.
This page
|
6,942,709 | $616,512,558 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
11,940,893 | $255,535,110 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
4,818,440 | $229,743,218 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
4,682,918 | $188,955,741 | |
| 6 | AHR |
American Healthcare REIT, Inc.
|
2,963,670 | $154,555,390 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
7,440,510 | $150,075,086 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
4,840,401 | $94,436,223 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $616,512,558 | 6,942,709 | Shares | Other | 2026-08-14 | |
| 2026-03-31 | $527,265,673 | 6,447,367 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $480,920,027 | 6,215,043 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $402,713,151 | 5,753,867 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $353,499,680 | 5,597,778 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $362,110,856 | 5,266,301 | Shares | Sole | 2025-09-15 | |
| 2024-12-31 | $296,099,803 | 5,028,015 | Shares | Sole | 2025-02-06 | |
| 2024-09-30 | $314,498,522 | 4,904,078 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $239,523,934 | 4,672,726 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $201,078,953 | 4,618,258 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 | $223,358,657 | 4,481,514 | Shares | Sole | 2024-02-06 | |
| 2023-09-30 | $184,731,539 | 4,384,798 | Shares | Sole | 2023-11-08 | |
| 2023-06-30 | $202,278,493 | 4,279,215 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $183,028,511 | 4,222,111 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $187,610,409 | 4,164,493 | Shares | Sole | 2023-02-13 | |
| 2022-09-30 | $162,308,692 | 4,040,545 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $202,866,663 | 3,944,520 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $246,613,238 | 3,993,090 | Shares | Sole | 2022-05-13 | |
| 2021-12-31 | $197,387,151 | 3,861,251 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $204,796,691 | 3,709,413 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $196,139,699 | 3,435,021 | Shares | Sole | 2021-08-16 | |
| 2021-03-31 | $181,656,837 | 3,405,640 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $161,363,668 | 3,290,450 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $137,560,027 | 3,278,361 | Shares | Sole | 2020-11-13 | |
| 2020-06-30 | $122,293,259 | 3,339,521 | Shares | Sole | 2020-08-20 | |
| 2020-03-31 | $136,544,847 | 5,094,957 | Shares | Sole | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||