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Disclosery

Davis Selected Advisers: VTR position timeline

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

Davis Selected Advisers held 111,420 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 111,420 shares
    Change vs previous 13F -2,450 shares

    0.04% of the 13F portfolio, value $9,894,096.

    13F-HR 0001036325-26-000020 filed by Davis Selected Advisers
    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 113,870 shares
    Change vs previous 13F -540 shares

    0.04% of the 13F portfolio, value $9,312,289.

    13F-HR 0001036325-26-000016 filed by Davis Selected Advisers
    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 114,410 shares
    Change vs previous 13F -2,920 shares

    0.04% of the 13F portfolio, value $8,853,046.

    13F-HR 0001036325-26-000004 filed by Davis Selected Advisers
    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/A 117,330 shares
    Change vs previous 13F -86,020 shares

    0.04% of the 13F portfolio, value $8,211,927.

    13F-HR/A 0001036325-25-000050 filed by Davis Selected Advisers
    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 203,350 shares
    Change vs previous 13F -46,840 shares

    0.07% of the 13F portfolio, value $12,841,553.

    13F-HR 0000071701-25-000029 filed by Davis Selected Advisers
    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 250,190 shares
    Change vs previous 13F -1,560 shares

    0.1% of the 13F portfolio, value $17,203,064.

    13F-HR 0001316506-25-000107 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 251,750 shares
    Change vs previous 13F -29,480 shares

    0.09% of the 13F portfolio, value $14,825,558.

    13F-HR 0001316506-25-000017 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 281,230 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $18,035,280.

    13F-HR 0001316506-24-000028 filed by Davis Selected Advisers
    Filed (acceptance time not in the bulk data set), ingested

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