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Disclosery

FIRST TRUST ADVISORS LP: VTR position timeline

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

FIRST TRUST ADVISORS LP held 1,024,193 VTR shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,024,193 shares
    Change vs previous 13F +485,420 shares

    0.05% of the 13F portfolio, value $90,948,304.

    13F-HR 0001445546-26-005965 filed by FIRST TRUST ADVISORS LP
    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 538,773 shares
    Change vs previous 13F +116,978 shares

    0.03% of the 13F portfolio, value $44,060,870.

    13F-HR 0001445546-26-003611 filed by FIRST TRUST ADVISORS LP
    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 421,795 shares
    Change vs previous 13F +160,271 shares

    0.02% of the 13F portfolio, value $32,638,518.

    13F-HR 0001445546-26-001219 filed by FIRST TRUST ADVISORS LP
    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 261,524 shares
    Change vs previous 13F -215,570 shares

    0.01% of the 13F portfolio, value $18,304,083.

    13F-HR 0001445546-25-007494 filed by FIRST TRUST ADVISORS LP
    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 477,094 shares
    Change vs previous 13F +135,664 shares

    0.02% of the 13F portfolio, value $30,128,461.

    13F-HR 0001445546-25-005500 filed by FIRST TRUST ADVISORS LP
    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 341,430 shares
    Change vs previous 13F +5,226 shares

    0.02% of the 13F portfolio, value $23,476,751.

    13F-HR 0001445546-25-003484 filed by FIRST TRUST ADVISORS LP
    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 336,204 shares
    Change vs previous 13F +176,958 shares

    0.02% of the 13F portfolio, value $19,799,047.

    13F-HR 0001445546-25-001262 filed by FIRST TRUST ADVISORS LP
    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 159,246 shares
    Change vs previous 13F not available

    0.01% of the 13F portfolio, value $10,212,446.

    13F-HR 0001445546-24-007640 filed by FIRST TRUST ADVISORS LP
    Filed (acceptance time not in the bulk data set), ingested

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