Position in VTR
as of Mar 31, 2026
· filed Apr 27, 2026
Position Value
$1,865,892
+$37,403 QoQ
Shares Held
22,816
-3.4% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
—
not a current holder
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 4.540673211781207.ToString("F0")%
Shared 0.ToString("F0")%
None 95.45932678821879.ToString("F0")%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Mar 31, 2026TRUIST FINANCIAL CORP holds $26,529,620 across 8 REIT - Healthcare Facilities names. VTR ranks #4 (7.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
65,089 | $12,868,744 | |
| 2 | DOC |
Healthpeak Properties, Inc.
|
341,398 | $5,609,168 | |
| 3 | NHI |
National Health Investors Inc
|
36,358 | $2,939,907 | |
| 4 | VTR |
Ventas, Inc.
This page
|
22,816 | $1,865,892 | |
| 5 | AHR |
American Healthcare REIT, Inc.
|
34,027 | $1,604,712 | |
| 6 | OHI |
Omega Healthcare Investors Inc
|
22,906 | $1,003,740 | |
| 7 | CTRE |
CareTrust REIT, Inc.
|
15,757 | $577,494 | |
| 8 | MPT |
Medical Properties Trust Inc
|
12,951 | $59,963 |
All Filings in VTR
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $1,865,892 | 22,816 | Shares | Defined | 2026-04-27 | |
| 2025-12-31 | $1,828,489 | 23,630 | Shares | Defined | 2026-02-02 | |
| 2025-09-30 | $1,818,059 | 25,976 | Shares | Defined | 2025-11-03 | |
| 2025-06-30 | $1,579,822 | 25,017 | Shares | Defined | 2025-07-18 | |
| 2025-03-31 | $1,719,136 | 25,002 | Shares | Defined | 2025-04-29 | |
| 2024-12-31 | $1,481,670 | 25,160 | Shares | Defined | 2025-01-31 | |
| 2024-09-30 | $1,652,116 | 25,762 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $4,147,393 | 80,909 | Shares | Defined | 2024-08-21 | |
| 2024-03-31 | $3,556,563 | 81,685 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 | $3,975,037 | 79,756 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 | $3,420,533 | 81,190 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $3,968,173 | 83,947 | Shares | Defined | 2023-08-01 | |
| 2023-03-31 | $3,716,567 | 85,734 | Shares | Defined | 2023-05-05 | |
| 2022-12-31 | $3,786,812 | 84,058 | Shares | Defined | 2023-02-17 | |
| 2022-09-30 | $3,422,763 | 85,207 | Shares | Defined | 2022-10-26 | |
| 2022-06-30 | $3,939,844 | 76,606 | Shares | Defined | 2022-07-22 | |
| 2022-03-31 | $4,403,672 | 71,303 | Shares | Defined | 2022-04-22 | |
| 2021-12-31 | $3,740,244 | 73,166 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $4,151,128 | 75,188 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $5,425,869 | 95,024 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $5,469,322 | 102,537 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $5,498,314 | 112,119 | Shares | Defined | 2021-11-19 | |
| 2020-09-30 | $8,016,035 | 191,040 | Shares | Defined | 2021-11-05 | |
| 2020-06-30 | $7,838,069 | 214,038 | Shares | Defined | 2021-11-16 | |
| 2020-03-31 | $7,712,663 | 287,786 | Shares | Defined | 2021-11-05 | |
| No filing history on record for this holder in this stock. | ||||||