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Retirement Management Systems Inc.: VTR position timeline

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

Retirement Management Systems Inc. held 52,718 VTR shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 52,718 shares
    Change vs previous 13F +8,738 shares

    0.96% of the 13F portfolio, value $4,681,347.

    13F-HR 0002085853-26-000787 filed by Retirement Management Systems Inc.
    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 43,980 shares
    Change vs previous 13F -19,348 shares

    0.87% of the 13F portfolio, value $3,596,658.

    13F-HR 0002085853-26-000372 filed by Retirement Management Systems Inc.
    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 63,328 shares
    Change vs previous 13F not available

    1.25% of the 13F portfolio, value $4,900,329.

    13F-HR 0002085853-26-000261 filed by Retirement Management Systems Inc.
    Filed (acceptance time not in the bulk data set), ingested

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