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Hennion & Walsh Asset Management, Inc.: VTR position timeline

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

Hennion & Walsh Asset Management, Inc. held 21,438 VTR shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 21,438 shares
    Change vs previous 13F -702 shares

    0.05% of the 13F portfolio, value $1,822,659.

    13F-HR 0002000324-26-005579 filed by Hennion & Walsh Asset Management, Inc.
    Accepted , ingested

  2. period ended2026-06-30
    13F 22,140 shares
    Change vs previous 13F -2,099 shares

    0.06% of the 13F portfolio, value $1,966,032.

    13F-HR 0002000324-26-002845 filed by Hennion & Walsh Asset Management, Inc.
    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 24,239 shares
    Change vs previous 13F -856 shares

    0.07% of the 13F portfolio, value $1,982,265.

    13F-HR 0002000324-26-001898 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 25,095 shares
    Change vs previous 13F +3,560 shares

    0.07% of the 13F portfolio, value $1,941,851.

    13F-HR 0002000324-26-000109 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 21,535 shares
    Change vs previous 13F +5,227 shares

    0.05% of the 13F portfolio, value $1,507,235.

    13F-HR 0002000324-25-003954 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 16,308 shares
    Change vs previous 13F +5,634 shares

    0.04% of the 13F portfolio, value $1,029,850.

    13F-HR 0002000324-25-002684 filed by Hennion & Walsh Asset Management, Inc.
    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 10,674 shares
    Change vs previous 13F +172 shares

    0.03% of the 13F portfolio, value $733,944.

    13F-HR 0002000324-25-001387 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 10,502 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $618,463.

    13F-HR 0002000324-25-000017 filed by Hennion & Walsh Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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