Who owns VTR (VTR)
Which tracked institutional funds hold VTR, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See VTR company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
281 tracked funds added or opened VTR while 125 trimmed or exited it between 2025-Q4 and 2026-Q1 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
VTR’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.1% of its own reported 13F book, while the median holder sizes it at 0.1% of theirs — a 0.0pp gap the other way — the median holder sizes VTR more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in VTR divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 922 tracked filers holding VTR, 509 increased or opened the position and 395 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in VTR between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 35
- VANGUARD PORTFOLIO MANAGEMENT LLC$3.4B
- VANGUARD CAPITAL MANAGEMENT LLC$2.5B
- VANGUARD FIDUCIARY TRUST CO$219M
- Vanguard Global Advisers, LLC$85M
- VANGUARD ASSET MANAGEMENT, Ltd$68M
- Vanguard Investments Australia, Ltd.$45M
Full exits 44
- VANGUARD GROUP INC$5.9B
- TWO SIGMA ADVISERS, LP$120M
- Gillson Capital LP$31M
- Governors Lane LP$30M
- Hudson Bay Capital Management LP$29M
- DEERFIELD MANAGEMENT COMPANY, L.P.$27M
Largest adds
- JPMORGAN CHASE & CO$711M
- Capital World Investors$227M
- TWO SIGMA INVESTMENTS, LP$201M
- STATE STREET CORP$143M
- COHEN & STEERS, INC.$135M
- VOYA INVESTMENT MANAGEMENT LLC$112M
Largest trims
- BlackRock, Inc.$221M
- M&T Bank Corp$115M
- NORGES BANK$99M
- Resolution Capital Ltd$61M
- TORONTO DOMINION BANK$52M
- CITADEL ADVISORS LLC$50M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 49,431,418 | $4.0B | 9.3% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 41,261,965 | $3.4B | 7.8% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 35,379,149 | $2.9B | 6.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 30,866,845 | $2.5B | 5.8% | 2026-Q1 |
| STATE STREET CORP added | 29,798,498 | $2.5B | 5.7% | 2026-Q1 |
| FMR LLC trimmed | 27,187,218 | $2.2B | 5.1% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 15,335,080 | $1.3B | 2.9% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 13,501,043 | $1.1B | 2.5% | 2026-Q1 |
| APG Asset Management US Inc. trimmed | 11,314,857 | $928M | 2.1% | 2026-Q1 |
| Capital World Investors added | 10,043,871 | $821M | 1.9% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 9,647,625 | $789M | 1.8% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 7,190,594 | $588M | 1.4% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 6,447,367 | $527M | 1.2% | 2026-Q1 |
| MORGAN STANLEY added | 6,387,470 | $522M | 1.2% | 2026-Q1 |
| COHEN & STEERS, INC. added | 6,005,439 | $491M | 1.1% | 2026-Q1 |
| CENTERSQUARE INVESTMENT MANAGEMENT LLC trimmed | 5,928,521 | $485M | 1.1% | 2026-Q1 |
| NORTHERN TRUST CORP added | 5,720,948 | $468M | 1.1% | 2026-Q1 |
| Legal & General Group Plc trimmed | 5,505,368 | $450M | 1.0% | 2026-Q1 |
| Daiwa Securities Group Inc. added | 5,382,664 | $440M | 1.0% | 2026-Q1 |
| Invesco Ltd. trimmed | 5,035,512 | $412M | 1.0% | 2026-Q1 |
| Nuveen, LLC trimmed | 4,948,676 | $405M | 0.9% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 4,722,545 | $386M | 0.9% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 4,722,275 | $386M | 0.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 4,501,062 | $383M | 0.9% | 2026-Q1 |
| NORGES BANK trimmed | 5,455,300 | $375M | 0.9% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 4,404,125 | $360M | 0.8% | 2026-Q1 |
| Resolution Capital Ltd trimmed | 4,192,008 | $343M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 4,181,923 | $342M | 0.8% | 2026-Q1 |
| TWO SIGMA INVESTMENTS, LP added | 3,993,505 | $327M | 0.8% | 2026-Q1 |
| UBS Group AG added | 3,791,031 | $310M | 0.7% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 2,930,416 | $240M | 0.6% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,837,699 | $232M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 2,672,423 | $219M | 0.5% | 2026-Q1 |
| DUFF & PHELPS INVESTMENT MANAGEMENT CO added | 2,611,874 | $214M | 0.5% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,549,214 | $208M | 0.5% | 2026-Q1 |
| SCHRODER INVESTMENT MANAGEMENT GROUP trimmed | 2,511,625 | $205M | 0.5% | 2026-Q1 |
| BARCLAYS PLC added | 2,280,385 | $186M | 0.4% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 2,275,887 | $186M | 0.4% | 2026-Q1 |
| AMERICAN CENTURY COMPANIES INC trimmed | 2,037,929 | $167M | 0.4% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 1,993,819 | $163M | 0.4% | 2026-Q1 |
| CBRE INVESTMENT MANAGEMENT LISTED REAL ASSETS LLC added | 1,890,027 | $155M | 0.4% | 2026-Q1 |
| CITIGROUP INC added | 1,827,868 | $149M | 0.3% | 2026-Q1 |
| Russell Investments Group, Ltd. added | 1,826,221 | $149M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 1,812,752 | $148M | 0.3% | 2026-Q1 |
| Amundi added | 1,660,529 | $136M | 0.3% | 2026-Q1 |
| Aberdeen Group plc trimmed | 1,656,295 | $135M | 0.3% | 2026-Q1 |
| VOYA INVESTMENT MANAGEMENT LLC added | 1,492,100 | $122M | 0.3% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,456,413 | $119M | 0.3% | 2026-Q1 |
| RUSH ISLAND MANAGEMENT, LP trimmed | 1,402,660 | $115M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 1,378,568 | $113M | 0.3% | 2026-Q1 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,345,500 | $110M | 0.3% | 2026-Q1 |
| Qube Research & Technologies Ltd added | 1,341,819 | $110M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 1,298,255 | $106M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS added | 1,227,339 | $100M | 0.2% | 2026-Q1 |
| JANUS HENDERSON GROUP PLC trimmed | 1,219,029 | $100M | 0.2% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,260,180 | $99M | 0.2% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 1,169,730 | $96M | 0.2% | 2026-Q1 |
| PANAGORA ASSET MANAGEMENT INC trimmed | 1,166,375 | $95M | 0.2% | 2026-Q1 |
| CANADA LIFE ASSURANCE Co added | 1,125,556 | $92M | 0.2% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 1,176,073 | $91M | 0.2% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,096,449 | $90M | 0.2% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 1,086,136 | $89M | 0.2% | 2026-Q1 |
| PGGM Investments trimmed | 1,070,352 | $88M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC trimmed | 1,061,665 | $87M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 1,040,578 | $85M | 0.2% | 2026-Q1 |
| Universal- Beteiligungs- und Servicegesellschaft mbH added | 1,023,216 | $84M | 0.2% | 2026-Q1 |
| BAMCO INC /NY/ trimmed | 998,339 | $82M | 0.2% | 2026-Q1 |
| LASALLE INVESTMENT MANAGEMENT SECURITIES LLC trimmed | 963,351 | $79M | 0.2% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT CO LTD added | 926,162 | $76M | 0.2% | 2026-Q1 |
| Asset Management One Co., Ltd. trimmed | 904,509 | $74M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS added | 854,647 | $70M | 0.2% | 2026-Q1 |
| Retirement Systems of Alabama added | 853,037 | $70M | 0.2% | 2026-Q1 |
| 1832 Asset Management L.P. trimmed | 842,550 | $69M | 0.2% | 2026-Q1 |
| PRUDENTIAL FINANCIAL INC trimmed | 842,038 | $69M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS added | 839,240 | $69M | 0.2% | 2026-Q1 |
| Employees Retirement System of Texas trimmed | 832,038 | $68M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 826,619 | $68M | 0.2% | 2026-Q1 |
| RENAISSANCE TECHNOLOGIES LLC trimmed | 810,571 | $66M | 0.2% | 2026-Q1 |
| STRS OHIO added | 797,951 | $65M | 0.2% | 2026-Q1 |
| ANTIPODES PARTNERS Ltd trimmed | 792,378 | $65M | 0.1% | 2026-Q1 |
| National Pension Service added | 783,695 | $64M | 0.1% | 2026-Q1 |
| CHILTON CAPITAL MANAGEMENT LLC trimmed | 775,365 | $64M | 0.1% | 2026-Q1 |
| Zurich Insurance Group Ltd/FI trimmed | 768,351 | $63M | 0.1% | 2026-Q1 |
| MARSHALL WACE, LLP added | 763,865 | $62M | 0.1% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 753,662 | $62M | 0.1% | 2026-Q1 |
| Engineers Gate Manager LP added | 742,214 | $61M | 0.1% | 2026-Q1 |
| Heitman Real Estate Securities LLC trimmed | 721,474 | $59M | 0.1% | 2026-Q1 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. added | 684,928 | $56M | 0.1% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM added | 677,416 | $55M | 0.1% | 2026-Q1 |
| PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO trimmed | 676,228 | $55M | 0.1% | 2026-Q1 |
| SEI INVESTMENTS CO added | 660,428 | $54M | 0.1% | 2026-Q1 |
| Gotham Asset Management, LLC added | 637,553 | $52M | 0.1% | 2026-Q1 |
| GRS Advisors, LLC added | 624,771 | $51M | 0.1% | 2026-Q1 |
| Adelante Capital Management LLC trimmed | 616,206 | $50M | 0.1% | 2026-Q1 |
| Apollo Management Holdings, L.P. added | 581,300 | $48M | 0.1% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) added | 570,060 | $47M | 0.1% | 2026-Q1 |
| Allianz Asset Management GmbH added | 549,601 | $45M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC trimmed | 547,353 | $45M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC added | 75,948,003 | $5.9B | 13.6% | 2025-Q4 stale |
| TWO SIGMA ADVISERS, LP added | 1,545,411 | $120M | 0.3% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.