Position in VTR
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$239,581
+$22,783 QoQ
Shares Held
2,698
+1.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#683
of 941 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 53%
Shared 0%
None 47%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026UMB Bank, n.a. holds $39,061,336 across 11 REIT - Healthcare Facilities names. VTR ranks #2 (0.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
168,493 | $38,242,855 | |
| 2 | VTR |
Ventas, Inc.
This page
|
2,698 | $239,581 | |
| 3 | OHI |
Omega Healthcare Investors Inc
|
3,485 | $166,164 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
4,951 | $105,951 | |
| 5 | HR |
Healthcare Realty Trust Inc
|
4,323 | $87,194 | |
| 6 | CTRE |
CareTrust REIT, Inc.
|
1,742 | $70,289 | |
| 7 | SBRA |
Sabra Health Care REIT, Inc.
|
3,078 | $60,051 | |
| 8 | AHR |
American Healthcare REIT, Inc.
|
952 | $49,646 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $239,581 | 2,698 | Shares | Defined | 2026-08-13 | |
| 2026-03-31 | $216,798 | 2,651 | Shares | Defined | 2026-05-11 | |
| 2025-12-31 | $214,110 | 2,767 | Shares | Defined | 2026-02-13 | |
| 2025-09-30 | $188,412 | 2,692 | Shares | Defined | 2025-11-04 | |
| 2025-06-30 | $168,294 | 2,665 | Shares | Defined | 2025-07-11 | |
| 2025-03-31 | $209,854 | 3,052 | Shares | Defined | 2025-04-14 | |
| 2024-12-31 | $151,582 | 2,574 | Shares | Defined | 2025-01-16 | |
| 2024-09-30 | $146,471 | 2,284 | Shares | Defined | 2024-10-09 | |
| 2024-06-30 | $111,745 | 2,180 | Shares | Defined | 2024-07-29 | |
| 2024-03-31 | $270,992 | 6,224 | Shares | Defined | 2024-04-26 | |
| 2023-12-31 | $384,664 | 7,718 | Shares | Defined | 2024-01-23 | |
| 2023-09-30 | $343,190 | 8,146 | Shares | Sole | 2023-10-18 | |
| 2023-06-30 | $385,061 | 8,146 | Shares | Sole | 2023-07-25 | |
| 2023-03-31 | $474,855 | 10,954 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $604,976 | 13,429 | Shares | Sole | 2023-01-10 | |
| 2022-09-30 | $620,947 | 15,458 | Shares | Sole | 2022-10-13 | |
| 2022-06-30 | $1,331,574 | 25,891 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $1,683,207 | 27,254 | Shares | Sole | 2022-04-22 | |
| 2021-12-31 | $1,592,643 | 31,155 | Shares | Sole | 2022-02-09 | |
| 2021-09-30 | $2,160,532 | 39,133 | Shares | Sole | 2021-10-18 | |
| 2021-06-30 | $2,305,754 | 40,381 | Shares | Sole | 2021-07-26 | |
| 2021-03-31 | $2,226,624 | 41,744 | Shares | Sole | 2021-04-15 | |
| 2020-12-31 | $2,666,451 | 54,373 | Shares | Sole | 2021-02-04 | |
| 2020-09-30 | $5,688,474 | 135,569 | Shares | Sole | 2020-10-16 | |
| 2020-06-30 | $4,964,535 | 135,569 | Shares | Sole | 2020-07-16 | |
| 2020-03-31 | $3,821,545 | 142,595 | Shares | Sole | 2020-05-26 | |
| No filing history on record for this holder in this stock. | ||||||