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Rafferty Asset Management, LLC: VTR position timeline

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

Rafferty Asset Management, LLC held 60,509 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 60,509 shares
    Change vs previous 13F +13,779 shares

    0.01% of the 13F portfolio, value $5,373,199.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, 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 46,730 shares
    Change vs previous 13F -14,003 shares

    0.02% of the 13F portfolio, value $3,821,579.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, 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 60,733 shares
    Change vs previous 13F -390 shares

    0.02% of the 13F portfolio, value $4,699,520.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, 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 61,123 shares
    Change vs previous 13F +3,929 shares

    0.01% of the 13F portfolio, value $4,277,999.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, 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 57,194 shares
    Change vs previous 13F +9,532 shares

    0.01% of the 13F portfolio, value $3,611,801.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, 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 47,662 shares
    Change vs previous 13F -7,534 shares

    0.01% of the 13F portfolio, value $3,277,239.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, 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 55,196 shares
    Change vs previous 13F -3,532 shares

    0.01% of the 13F portfolio, value $3,250,492.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, 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 58,728 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $3,766,227.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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