Position in VTR
as of Jun 30, 2026
· filed Aug 10, 2026
Position Value
$6,859,267
+$3,015,117 QoQ
Shares Held
77,244
+64.3% QoQ
Ownership
0.015%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
#244
of 941 holders
Holding Since
Mar 2020
24 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, 2026BOKF, NA holds $28,236,863 across 6 REIT - Healthcare Facilities names. VTR ranks #3 (24.3% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
43,157 | $9,795,344 | |
| 2 | OHI |
Omega Healthcare Investors Inc
|
157,078 | $7,489,478 | |
| 3 | VTR |
Ventas, Inc.
This page
|
77,244 | $6,859,267 | |
| 4 | DOC |
Healthpeak Properties, Inc.
|
158,731 | $3,396,843 | |
| 5 | CTRE |
CareTrust REIT, Inc.
|
8,786 | $354,515 | |
| 6 | NHI |
National Health Investors Inc
|
4,477 | $341,416 |
All Filings in VTR
Export CSV
24 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $6,859,267 | 77,244 | Shares | Sole | 2026-08-10 | |
| 2026-03-31 | $3,844,150 | 47,006 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $2,756,971 | 35,629 | Shares | Sole | 2026-02-03 | |
| 2025-09-30 | $2,718,481 | 38,841 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,820,720 | 44,667 | Shares | Sole | 2025-08-12 | |
| 2024-12-31 | $4,298 | 73 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $4,938 | 77 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $3,947 | 77 | Shares | Sole | 2024-08-08 | |
| 2024-03-31 | $3,352 | 77 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $5,283 | 106 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $3,833 | 91 | Shares | Sole | 2023-11-14 | |
| 2023-06-30 | $661 | 14 | Shares | Sole | 2023-08-21 | |
| 2023-03-31 | $4,031 | 93 | Shares | Sole | 2023-05-11 | |
| 2022-12-31 | $283,633 | 6,296 | Shares | Other | 2023-02-13 | |
| 2022-09-30 | $258,814 | 6,443 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $301,790 | 5,868 | Shares | Other | 2022-08-11 | |
| 2022-03-31 | $361,975 | 5,861 | Shares | Other | 2022-05-13 | |
| 2021-12-31 | $305,850 | 5,983 | Shares | Other | 2022-03-11 | |
| 2021-09-30 | $309,285 | 5,602 | Shares | Other | 2021-11-10 | |
| 2021-03-31 | $358,124 | 6,714 | Shares | Other | 2021-04-21 | |
| 2020-12-31 | $429,345 | 8,755 | Shares | Other | 2021-02-12 | |
| 2020-09-30 | $400,087 | 9,535 | Shares | Other | 2020-10-30 | |
| 2020-06-30 | $325,588 | 8,891 | Shares | Other | 2020-08-12 | |
| 2020-03-31 | $254,465 | 9,495 | Shares | Other | 2020-05-13 | |
| No filing history on record for this holder in this stock. | ||||||