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Disclosery

IEQ CAPITAL, LLC: VTR position timeline

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

IEQ CAPITAL, LLC held 156,680 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 156,680 shares
    Change vs previous 13F -54,527 shares

    0.06% of the 13F portfolio, value $13,913,225.

    13F-HR 0001779789-26-000004 filed by IEQ CAPITAL, LLC
    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 211,207 shares
    Change vs previous 13F -33,378 shares

    0.08% of the 13F portfolio, value $17,272,439.

    13F-HR 0001779789-26-000002 filed by IEQ CAPITAL, LLC
    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 244,585 shares
    Change vs previous 13F +112,429 shares

    0.06% of the 13F portfolio, value $18,925,974.

    13F-HR 0001779789-26-000001 filed by IEQ CAPITAL, LLC
    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 132,156 shares
    Change vs previous 13F +87,051 shares

    0.03% of the 13F portfolio, value $9,249,559.

    13F-HR 0001779789-25-000003 filed by IEQ CAPITAL, LLC
    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 45,105 shares
    Change vs previous 13F -32,482 shares

    0.02% of the 13F portfolio, value $2,848,387.

    13F-HR 0001085146-25-005144 filed by IEQ CAPITAL, LLC
    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 77,587 shares
    Change vs previous 13F +56,868 shares

    0.04% of the 13F portfolio, value $5,334,852.

    13F-HR 0001085146-25-003156 filed by IEQ CAPITAL, LLC
    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 20,719 shares
    Change vs previous 13F +1,724 shares

    0.01% of the 13F portfolio, value $1,220,136.

    13F-HR 0001085146-25-000685 filed by IEQ CAPITAL, LLC
    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 18,995 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $1,218,152.

    13F-HR 0001085146-24-005723 filed by IEQ CAPITAL, LLC
    Filed (acceptance time not in the bulk data set), ingested

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