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New Age Alpha Advisors, LLC: VTR position timeline

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

New Age Alpha Advisors, LLC held 103,103 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 103,103 shares
    Change vs previous 13F +9,396 shares

    0.39% of the 13F portfolio, value $9,155,546.

    13F-HR 0001764807-26-000009 filed by New Age Alpha Advisors, 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 93,707 shares
    Change vs previous 13F -3,024 shares

    0.36% of the 13F portfolio, value $7,663,358.

    13F-HR 0001764807-26-000005 filed by New Age Alpha Advisors, 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 96,731 shares
    Change vs previous 13F +2,207 shares

    0.32% of the 13F portfolio, value $7,485,045.

    13F-HR 0001764807-26-000002 filed by New Age Alpha Advisors, 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 94,524 shares
    Change vs previous 13F -1,482 shares

    0.28% of the 13F portfolio, value $6,615,735.

    13F-HR 0001764807-25-000004 filed by New Age Alpha Advisors, 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 96,006 shares
    Change vs previous 13F +47,841 shares

    0.27% of the 13F portfolio, value $6,062,779.

    13F-HR 0001855205-25-000042 filed by New Age Alpha Advisors, 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 48,165 shares
    Change vs previous 13F -38,476 shares

    0.15% of the 13F portfolio, value $3,311,825.

    13F-HR 0001855205-25-000022 filed by New Age Alpha Advisors, 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/A 86,641 shares
    Change vs previous 13F not available

    0.21% of the 13F portfolio, value $5,102,288.

    13F-HR/A 0001855205-25-000012 filed by New Age Alpha Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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