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Equibles

TRUIST FINANCIAL CORP

Position in VTR — Ventas, Inc.

CIK 92230 CHARLOTTE, NC
Back to VTR Full portfolio

Position in VTR

as of Jun 30, 2026 · filed Jul 28, 2026
Position Value
$3,851,344
+$1,985,452 QoQ
Shares Held
43,371
+90.1% QoQ
Ownership
0.008%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#293
of 949 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 19% Shared 0% None 81%

Common Shares in VTR Over Time

Shares Held

Position Value (USD)

Position in REIT - Healthcare Facilities

Real Estate · as of Jun 30, 2026

TRUIST FINANCIAL CORP holds $32,795,469 across 7 REIT - Healthcare Facilities names. VTR ranks #3 (11.7% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 WELL
Welltower Inc.
 65,454 $14,856,093
2 DOC
Healthpeak Properties, Inc.
 335,041 $7,169,876
3 VTR
Ventas, Inc.
This page 		43,371 $3,851,344
4 NHI
National Health Investors Inc
 36,858 $2,810,790
5 AHR
American Healthcare REIT, Inc.
 40,936 $2,134,811
6 OHI
Omega Healthcare Investors Inc
 25,554 $1,218,414
7 CTRE
CareTrust REIT, Inc.
 18,690 $754,141

All Filings in VTR

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $3,851,344 43,371
2026-03-31 $1,865,892 22,816
2025-12-31 $1,828,489 23,630
2025-09-30 $1,818,059 25,976
2025-06-30 $1,579,822 25,017
2025-03-31 $1,719,136 25,002
2024-12-31 $1,481,670 25,160
2024-09-30 $1,652,116 25,762
2024-06-30 $4,147,393 80,909
2024-03-31 $3,556,563 81,685
2023-12-31 $3,975,037 79,756
2023-09-30 $3,420,533 81,190
2023-06-30 $3,968,173 83,947
2023-03-31 $3,716,567 85,734
2022-12-31 $3,786,812 84,058
2022-09-30 $3,422,763 85,207
2022-06-30 $3,939,844 76,606
2022-03-31 $4,403,672 71,303
2021-12-31 $3,740,244 73,166
2021-09-30 $4,151,128 75,188
2021-06-30 $5,425,869 95,024
2021-03-31 $5,469,322 102,537
2020-12-31 $5,498,314 112,119
2020-09-30 $8,016,035 191,040
2020-06-30 $7,838,069 214,038
2020-03-31 $7,712,663 287,786