Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$700,258,501
+$177,891,211 QoQ
Shares Held
7,885,794
+23.5% QoQ
Ownership
1.54%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#12
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 90%
Shared 0%
None 10%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026MORGAN STANLEY holds $3,875,902,607 across 18 REIT - Healthcare Facilities names. VTR ranks #2 (18.1% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
9,762,078 | $2,215,698,834 | |
| 2 | VTR |
Ventas, Inc.
This page
|
7,885,794 | $700,258,501 | |
| 3 | DOC |
Healthpeak Properties, Inc.
|
14,189,218 | $303,649,260 | |
| 4 | OHI |
Omega Healthcare Investors Inc
|
2,892,204 | $137,900,280 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
2,378,640 | $124,046,070 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
2,570,606 | $103,723,945 | |
| 7 | HR |
Healthcare Realty Trust Inc
|
5,014,723 | $101,146,957 | |
| 8 | SBRA |
Sabra Health Care REIT, Inc.
|
2,279,604 | $44,475,069 |
All Filings in VTR
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $700,258,501 | 7,885,794 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $522,367,290 | 6,387,470 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $490,925,563 | 6,344,347 | Shares | Defined | 2026-05-27 | |
| 2025-09-30 | $370,422,838 | 5,292,511 | Shares | Defined | 2026-05-27 | |
| 2025-06-30 | $327,007,049 | 5,178,259 | Shares | Defined | 2025-08-15 | |
| 2025-03-31 | $338,735,681 | 4,926,348 | Shares | Defined | 2025-05-15 | |
| 2024-12-31 | $267,373,252 | 4,540,215 | Shares | Defined | 2025-05-15 | |
| 2024-09-30 | $294,632,068 | 4,594,294 | Shares | Defined | 2025-05-14 | |
| 2024-06-30 | $225,055,691 | 4,390,474 | Shares | Defined | 2025-05-14 | |
| 2024-03-31 | $190,316,773 | 4,371,079 | Shares | Defined | 2024-10-17 | |
| 2023-12-31 | $221,140,021 | 4,436,999 | Shares | Defined | 2024-08-16 | |
| 2023-09-30 | $188,063,384 | 4,463,883 | Shares | Defined | 2023-11-15 | |
| 2023-06-30 | $237,553,438 | 5,025,459 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $203,760,599 | 4,700,360 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $202,714,904 | 4,499,776 | Shares | Defined | 2023-02-14 | |
| 2022-09-30 | $144,315,861 | 3,592,628 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $178,188,744 | 3,464,685 | Shares | Defined | 2022-10-27 | |
| 2022-03-31 | $139,218,646 | 2,254,188 | Shares | Defined | 2022-10-27 | |
| 2021-12-31 | $117,829,396 | 2,304,957 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $135,365,642 | 2,451,832 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $152,368,149 | 2,668,444 | Shares | Defined | 2021-08-23 | |
| 2021-03-31 | $105,474,405 | 1,977,398 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $144,497,290 | 2,946,519 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $112,177,999 | 2,673,451 | Shares | Defined | 2020-11-13 | |
| 2020-06-30 | $133,543,576 | 3,646,739 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $72,964,551 | 2,722,558 | Shares | Defined | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||