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Carrera Capital Advisors: VTR position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Carrera Capital Advisors on VTR, newest first. How the timeline and the estimate are built.

Carrera Capital Advisors held 80,819 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 80,819 shares
    Change vs previous 13F +1,079 shares

    1.07% of the 13F portfolio, value $7,218,759.

    13F-HR 0002035329-26-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 79,740 shares
    Change vs previous 13F +2,349 shares

    1.01% of the 13F portfolio, value $6,562,615.

    13F-HR 0002035329-26-000002 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 77,391 shares
    Change vs previous 13F +1,969 shares

    1.01% of the 13F portfolio, value $6,025,630.

    13F-HR 0002035329-26-000001 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 75,422 shares
    Change vs previous 13F +3,867 shares

    0.95% of the 13F portfolio, value $5,314,750.

    13F-HR 0002035329-25-000007 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 71,555 shares
    Change vs previous 13F +8,382 shares

    0.92% of the 13F portfolio, value $4,553,044.

    13F-HR 0002035329-25-000004 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 63,173 shares
    Change vs previous 13F not available

    0.97% of the 13F portfolio, value $4,374,099.

    13F-HR 0002035329-25-000002 filed by Carrera Capital Advisors
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).