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Clark Capital Management Group, Inc.: VTR position timeline

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

Clark Capital Management Group, Inc. held 58,543 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 58,543 shares
    Change vs previous 13F +8,021 shares

    0.03% of the 13F portfolio, value $5,198,656.

    13F-HR 0001398344-26-014041 filed by Clark Capital Management Group, Inc.
    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 50,522 shares
    Change vs previous 13F +4,783 shares

    0.03% of the 13F portfolio, value $4,131,718.

    13F-HR 0001398344-26-009246 filed by Clark Capital Management Group, Inc.
    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 45,739 shares
    Change vs previous 13F -59,180 shares

    0.02% of the 13F portfolio, value $3,539,304.

    13F-HR 0001398344-26-003209 filed by Clark Capital Management Group, Inc.
    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 104,919 shares
    Change vs previous 13F +12,501 shares

    0.05% of the 13F portfolio, value $7,343,292.

    13F-HR 0001398344-25-020886 filed by Clark Capital Management Group, Inc.
    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 92,418 shares
    Change vs previous 13F +47,294 shares

    0.04% of the 13F portfolio, value $5,836,210.

    13F-HR 0001398344-25-015403 filed by Clark Capital Management Group, Inc.
    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 45,124 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $3,102,727.

    13F-HR 0001398344-25-009622 filed by Clark Capital Management Group, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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