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Disclosery

Chevy Chase Trust Holdings, LLC: VTR position timeline

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

Chevy Chase Trust Holdings, LLC held 235,017 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 235,017 shares
    Change vs previous 13F +1,014 shares

    0.05% of the 13F portfolio, value $20,869,510.

    13F-HR 0001462020-26-000006 filed by Chevy Chase Trust Holdings, 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 234,003 shares
    Change vs previous 13F -4,180 shares

    0.06% of the 13F portfolio, value $19,136,766.

    13F-HR 0001462020-26-000004 filed by Chevy Chase Trust Holdings, 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 238,183 shares
    Change vs previous 13F +6,230 shares

    0.05% of the 13F portfolio, value $18,430,600.

    13F-HR 0001462020-26-000002 filed by Chevy Chase Trust Holdings, 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 231,953 shares
    Change vs previous 13F -6,436 shares

    0.04% of the 13F portfolio, value $16,234,391.

    13F-HR 0001462020-25-000006 filed by Chevy Chase Trust Holdings, 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 238,389 shares
    Change vs previous 13F +9,114 shares

    0.04% of the 13F portfolio, value $15,054,265.

    13F-HR 0001085146-25-004237 filed by Chevy Chase Trust Holdings, 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 229,275 shares
    Change vs previous 13F +9,119 shares

    0.05% of the 13F portfolio, value $15,764,948.

    13F-HR 0001085146-25-002257 filed by Chevy Chase Trust Holdings, 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 220,156 shares
    Change vs previous 13F -2,136 shares

    0.04% of the 13F portfolio, value $12,964,987.

    13F-HR 0001085146-25-000641 filed by Chevy Chase Trust Holdings, 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 222,292 shares
    Change vs previous 13F not available

    0.04% of the 13F portfolio, value $14,255,586.

    13F-HR 0001085146-24-005764 filed by Chevy Chase Trust Holdings, LLC
    Filed (acceptance time not in the bulk data set), ingested

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