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CX Institutional: VTR position timeline

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

CX Institutional held 4,389 VTR shares at 2026-09-30 per its 13F-HR filed 2026-10-02.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 4,389 shares
    Change vs previous 13F +697 shares

    0.01% of the 13F portfolio, value $373,000.

    13F-HR 0001737089-26-000006 filed by CX Institutional
    Accepted , ingested

  2. period ended2026-06-30
    13F 3,692 shares
    Change vs previous 13F -311 shares

    0.01% of the 13F portfolio, value $328,000.

    13F-HR 0001737089-26-000004 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 4,003 shares
    Change vs previous 13F -343 shares

    0.01% of the 13F portfolio, value $327,000.

    13F-HR 0001737089-26-000003 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 4,346 shares
    Change vs previous 13F +365 shares

    0.01% of the 13F portfolio, value $336,000.

    13F-HR 0001737089-26-000001 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 3,981 shares
    Change vs previous 13F +733 shares

    0.01% of the 13F portfolio, value $279,000.

    13F-HR 0001737089-25-000011 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F/A 3,248 shares
    Change vs previous 13F -9 shares

    0.01% of the 13F portfolio, value $205,000.

    13F-HR/A 0001737089-25-000007 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 3,257 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $224,000.

    13F-HR 0001737089-25-000005 filed by CX Institutional
    Filed (acceptance time not in the bulk data set), ingested

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