Skip to content
Disclosery

XPONANCE LLC: VTR position timeline

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

XPONANCE LLC held 87,322 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 87,322 shares
    Change vs previous 13F +1,816 shares

    0.05% of the 13F portfolio, value $7,754,194.

    13F-HR 0001172661-26-003213 filed by XPONANCE 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 85,506 shares
    Change vs previous 13F +11,150 shares

    0.05% of the 13F portfolio, value $6,992,681.

    13F-HR 0001172661-26-001769 filed by XPONANCE 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 74,356 shares
    Change vs previous 13F +4,173 shares

    0.04% of the 13F portfolio, value $5,753,667.

    13F-HR 0001172661-26-000638 filed by XPONANCE 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 70,183 shares
    Change vs previous 13F -6,382 shares

    0.04% of the 13F portfolio, value $4,912,108.

    13F-HR 0001637541-25-000003 filed by XPONANCE 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 76,565 shares
    Change vs previous 13F +15,708 shares

    0.04% of the 13F portfolio, value $4,835,080.

    13F-HR 0001085146-25-005124 filed by XPONANCE 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 60,857 shares
    Change vs previous 13F -548 shares

    0.04% of the 13F portfolio, value $4,184,527.

    13F-HR 0001085146-25-002511 filed by XPONANCE 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 61,405 shares
    Change vs previous 13F +630 shares

    0.03% of the 13F portfolio, value $3,616,140.

    13F-HR 0001085146-25-000963 filed by XPONANCE 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 60,775 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $3,897,501.

    13F-HR 0001085146-24-005499 filed by XPONANCE LLC
    Filed (acceptance time not in the bulk data set), ingested

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