Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$58,635,527
+$29,244,614 QoQ
Shares Held
660,310
+83.7% QoQ
Ownership
0.129%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#89
of 947 holders
Holding Since
Mar 2022
18 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $4,392,671,971 across 7 REIT - Healthcare Facilities names. VTR ranks #4 (1.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
15,179,324 | $3,445,251,165 | |
| 2 | AHR |
American Healthcare REIT, Inc.
|
8,658,850 | $451,559,027 | |
| 3 | CTRE |
CareTrust REIT, Inc.
|
9,695,110 | $391,197,686 | |
| 4 | VTR |
Ventas, Inc.
This page
|
660,310 | $58,635,527 | |
| 5 | LTC |
Ltc Properties Inc
|
728,696 | $28,018,359 | |
| 6 | SBRA |
Sabra Health Care REIT, Inc.
|
521,899 | $10,182,249 | |
| 7 | OHI |
Omega Healthcare Investors Inc
|
164,177 | $7,827,958 |
All Filings in VTR
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18 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $58,635,527 | 660,310 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $29,390,913 | 359,390 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $28,955,286 | 374,196 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $30,130,764 | 430,501 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $38,662,387 | 612,231 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $63,140,725 | 918,277 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $2,248,537 | 38,182 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $3,685,999 | 57,477 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $1,698,961 | 33,144 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $1,790,016 | 41,112 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $8,532,308 | 171,194 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $1,426,816 | 33,867 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $43,096,954 | 911,719 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $43,291,604 | 998,653 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $1,287,753 | 28,585 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $403,828 | 10,053 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $53,964,932 | 1,049,289 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $40,553,529 | 656,631 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||