Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$136M Buy
1,660,529
+137,657
+9% +$11.3M 0.04% 379
2025
Q4
$118M Buy
1,522,872
+51,394
+3% +$3.88M 0.03% 430
2025
Q3
$102M Buy
1,471,478
+76,270
+5% +$5.12M 0.03% 400
2025
Q2
$87.8M Buy
1,395,208
+67,438
+5% +$4.4M 0.03% 446
2025
Q1
$92.4M Buy
1,327,770
+20,866
+2% +$1.33M 0.03% 419
2024
Q4
$76.2M Buy
1,306,904
+24,483
+2% +$1.54M 0.03% 473
2024
Q3
$80M Sell
1,282,421
-28,225
-2% -$1.65M 0.03% 454
2024
Q2
$67.9M Sell
1,310,646
-12,060
-0.9% -$565K 0.03% 457
2024
Q1
$56.4M Buy
1,322,706
+615,815
+87% +$28M 0.02% 495
2023
Q4
$34.1M Sell
706,891
-24,776
-3% -$1.11M 0.02% 617
2023
Q3
$31.8M Buy
731,667
+53,972
+8% +$2.43M 0.02% 615
2023
Q2
$32.7M Sell
677,695
-813,627
-55% -$36.9M 0.02% 606
2023
Q1
$62.6M Sell
1,491,322
-4,764
-0.3% -$230K 0.03% 456
2022
Q4
$73.4M Sell
1,496,086
-26,856
-2% -$1.13M 0.04% 413
2022
Q3
$60.7M Buy
1,522,942
+212,765
+16% +$10.5M 0.04% 463
2022
Q2
$65.4M Buy
1,310,177
+644,727
+97% +$36.1M 0.05% 363
2022
Q1
$40.8M Buy
665,450
+141,753
+27% +$7.75M 0.03% 507
2021
Q4
$27.7M Buy
523,697
+39,356
+8% +$2.06M 0.02% 602
2021
Q3
$26.7M Buy
484,341
+35,753
+8% +$2.05M 0.02% 609
2021
Q2
$25.6M Buy
+448,588
New +$25M 0.02% 619

Other funds holding VTR