Position in VTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$1,281,384
+$747,772 QoQ
Shares Held
14,430
+109.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#415
of 939 holders
Holding Since
Dec 2022
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, 2026Jefferies Financial Group Inc. holds $37,396,444 across 5 REIT - Healthcare Facilities names. VTR ranks #3 (3.4% 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 | $1,281,384 | 14,430 | Shares | Defined | 2026-08-17 | |
| 2025-12-31 | $533,612 | 6,896 | Shares | Defined | 2026-02-09 | |
| 2025-03-31 | $2,578,500 | 37,500 | Shares | Defined | 2025-05-08 | |
| 2024-12-31 | $312,705 | 5,310 | Shares | Defined | 2025-02-27 | |
| 2024-06-30 | $868,088 | 16,935 | Shares | Defined | 2024-08-13 | |
| 2023-06-30 | $1,039,940 | 22,000 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $1,625,625 | 37,500 | Shares | Defined | 2023-05-15 | |
| 2022-12-31 | $2,869,685 | 63,700 | Shares | Defined | 2023-09-21 | |
| No filing history on record for this holder in this stock. | ||||||