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RITHOLTZ WEALTH MANAGEMENT: VTR position timeline

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

RITHOLTZ WEALTH MANAGEMENT held 32,149 VTR shares at 2026-06-30 per its 13F-HR/A filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F/A 32,149 shares
    Change vs previous 13F +2,712 shares

    0.04% of the 13F portfolio, value $2,854,815.

    13F-HR/A 0001698218-26-000006 filed by RITHOLTZ WEALTH MANAGEMENT
    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 29,437 shares
    Change vs previous 13F -3,177 shares

    0.04% of the 13F portfolio, value $2,407,367.

    13F-HR 0001698218-26-000003 filed by RITHOLTZ WEALTH MANAGEMENT
    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 32,614 shares
    Change vs previous 13F -937 shares

    0.05% of the 13F portfolio, value $2,523,664.

    13F-HR 0001698218-26-000001 filed by RITHOLTZ WEALTH MANAGEMENT
    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 33,551 shares
    Change vs previous 13F -316 shares

    0.05% of the 13F portfolio, value $2,348,225.

    13F-HR 0001698218-25-000004 filed by RITHOLTZ WEALTH MANAGEMENT
    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 33,867 shares
    Change vs previous 13F -2,790 shares

    0.05% of the 13F portfolio, value $2,138,710.

    13F-HR 0001085146-25-004188 filed by RITHOLTZ WEALTH MANAGEMENT
    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 36,657 shares
    Change vs previous 13F +9,315 shares

    0.08% of the 13F portfolio, value $2,520,543.

    13F-HR 0001085146-25-002136 filed by RITHOLTZ WEALTH MANAGEMENT
    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 27,342 shares
    Change vs previous 13F +19,222 shares

    0.05% of the 13F portfolio, value $1,610,177.

    13F-HR 0001085146-25-000201 filed by RITHOLTZ WEALTH MANAGEMENT
    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 8,120 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $520,736.

    13F-HR 0001085146-24-004785 filed by RITHOLTZ WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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