Position in VTR
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$868,730
-$496,832 QoQ
Shares Held
9,783
-41.4% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#467
of 941 holders
Holding Since
Dec 2020
8 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, 2026ALERUS FINANCIAL NA holds $1,890,824 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (45.9% of the industry book) .
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $868,730 | 9,783 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $1,365,562 | 16,698 | Shares | Sole | 2026-05-12 | |
| 2025-12-31 | $1,613,992 | 20,858 | Shares | Sole | 2026-02-13 | |
| 2025-09-30 | $1,437,104 | 20,533 | Shares | Sole | 2025-11-10 | |
| 2025-06-30 | $1,271,525 | 20,135 | Shares | Sole | 2025-08-13 | |
| 2025-03-31 | $1,348,177 | 19,607 | Shares | Sole | 2025-05-13 | |
| 2021-03-31 | $1,036,182 | 19,426 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $511,830 | 10,437 | Shares | Sole | 2021-02-12 | |
| No filing history on record for this holder in this stock. | ||||||