13F institutional ownership facts

Institutions tracked

50

Reported value

$171,163,953.00

Reported shares

1,927,522

Latest filing period

Q2 2026

Top institutional holders

  1. Jamie Dimon - JPMorgan Chase · $3,901,865,861 · 0.22%
  2. Voya Investment Mgmt · $253,631,182 · 0.22%
  3. WCM Investment Management · $698,762,052 · 1.27%
  4. Canada Pension Plan Investment Board · $387,747,686 · 0.21%
  5. Adage Capital Partners · $121,061,040 · 0.17%
  6. Joel Greenblatt - Gotham Asset Management · $64,684,495 · 0.15%

Data source and limitations

This page uses public SEC Form 13F disclosures and related institutional filing data. 13F reports are periodic disclosures and may not represent current real-time holdings.

13F Hub provides research and education data only. It does not provide personalized investment advice.

$VTR

Institutional Holdings

50

Top Institutions

Top Institutions

1

Jamie Dimon - JPMorgan Chase

43,693,905 shares

0.22%

% of Portfolio

2

Voya Investment Mgmt

2,856,207 shares

0.22%

% of Portfolio

3

WCM Investment Management

7,824,883 shares

1.27%

% of Portfolio

4

Canada Pension Plan Investment Board

4,366,528 shares

0.21%

% of Portfolio

5

Adage Capital Partners

1,363,300 shares

0.17%

% of Portfolio

6

Joel Greenblatt - Gotham Asset Management

728,429 shares

0.15%

% of Portfolio

7

Legal & General

5,651,463 shares

0.10%

% of Portfolio

8

Nuveen

4,898,773 shares

0.10%

% of Portfolio

9

Cliff Asness - AQR Capital Management

2,957,103 shares

0.09%

% of Portfolio

10

Renaissance Technologies

617,761 shares

0.08%

% of Portfolio

11

Charles Schwab

6,942,709 shares

0.08%

% of Portfolio

12

State Street Corp

30,526,195 shares

0.08%

% of Portfolio

13

T. Rowe Price

8,975,186 shares

0.08%

% of Portfolio

14

Geode Capital Management

14,008,360 shares

0.07%

% of Portfolio

15

Larry Fink - BlackRock

55,781,968 shares

0.07%

% of Portfolio

16

Neuberger Berman

1,106,714 shares

0.07%

% of Portfolio

17

Northern Trust Corp

6,784,388 shares

0.07%

% of Portfolio

18

Capital World Investors

11,665,969 shares

0.12%

% of Portfolio

19

Mitsubishi Ufj Asset Management Co., Ltd.

1,581,541 shares

0.08%

% of Portfolio

20

New York State Teachers Retirement System - New York State Teachers Retirement System

310,327 shares

0.05%

% of Portfolio

21

Two Sigma Investments

646,394 shares

0.04%

% of Portfolio

22

Amundi

1,782,345 shares

0.04%

% of Portfolio

23

BNP Paribas

1,230,407 shares

0.04%

% of Portfolio

24

CalPERS

882,327 shares

0.04%

% of Portfolio

25

David Solomon - Goldman Sachs

4,749,407 shares

0.04%

% of Portfolio

26

Invesco

5,332,595 shares

0.04%

% of Portfolio

27

Morgan Stanley

7,885,794 shares

0.04%

% of Portfolio

28

Steve Cohen - Point72 Asset Management

398,597 shares

0.04%

% of Portfolio

29

PSP Investments

138,850 shares

0.03%

% of Portfolio

30

David E. Shaw - D.E. Shaw & Co.

381,884 shares

0.02%

% of Portfolio

31

Franklin Resources

1,057,248 shares

0.02%

% of Portfolio

32

SG Americas Securities

305,784 shares

0.02%

% of Portfolio

33

UBS Group

1,643,978 shares

0.02%

% of Portfolio

34

Dmitry Balyasny - Balyasny Asset Management

67,644 shares

0.01%

% of Portfolio

35

Ken Griffin - Citadel Advisors

1,434,026 shares

0.01%

% of Portfolio

36

Ron Baron - Baron Capital

281,483 shares

0.04%

% of Portfolio

37

Ensign Peak Advisors

137,422 shares

0.02%

% of Portfolio

38

Fidelity International (FIL)

389,973 shares

0.02%

% of Portfolio

39

Jan van Eck - VanEck

331,350 shares

0.02%

% of Portfolio

40

Robeco Institutional Asset Management

124,932 shares

0.01%

% of Portfolio

41

Wellington Management

660,310 shares

0.01%

% of Portfolio

42

Israel Englander - Millennium Management

96,750 shares

NaN%

% of Portfolio

43

PNC Financial Services

70,963 shares

NaN%

% of Portfolio

44

Mike Hankin - Brown Advisory INC

4,494 shares

NaN%

% of Portfolio

45

Lazard Asset Management

2,713 shares

NaN%

% of Portfolio

46

Macquarie Group

425,890 shares

0.16%

% of Portfolio

47

Exoduspoint Capital Management, Lp

170,010 shares

0.10%

% of Portfolio

48

New York Life Invest

72,619 shares

0.05%

% of Portfolio

49

Jefferies Group

14,430 shares

0.01%

% of Portfolio

50

Nomura Holdings INC

48,581 shares

0.01%

% of Portfolio

Institutional InsightPRO

Scale Distribution

MEGA

37%

LARGE

34%

MEDIUM

31%

SMALL

-2%

Geographic Distribution

North America
67%
Europe
19%
Asia Pacific
8%
Other
5%

Institutional Activity

Buyers

32

Sellers

29

Holders

76

New

16

Exited

9

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Insider TradingPRO

Trading Statistics

Insider Buyers

10

Insider Sellers

29

Purchase Value

$14.9M

Role Distribution

CEO
22%
CFO
15%
Director
30%
VP
12%
Other
5%
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RatingPRO

92

A+

Overall Score

Strong institutional support with positive momentum

Rating Dimensions

Institutional Ownership
77
Recent Activity
64
Concentration
81
Momentum
73
Stability
60

Recent Actions

New

7

Increased

19

Decreased

14

Exited

4

Total

40

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