Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
899 institutional managers reported holding VTR for the quarter ended Mar 31, 2026. Together they hold about 95% of shares outstanding; the top 10 hold 53%. 103 opened new positions; 110 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| Vanguard Group | 77.28M | 15.88% | $6.32B | added +1.7% | ≤2013 |
| BlackRock | 56.58M | 11.63% | $4.63B | added +2.7% | ≤2013 |
| State Street | 29.80M | 6.12% | $2.44B | unchanged | ≤2013 |
| FMR (Fidelity) | 27.25M | 5.60% | $2.23B | trimmed -6.9% | ≤2013 |
| Principal Financial Group INC | 15.34M | 3.15% | $1.25B | unchanged | ≤2013 |
| Geode Capital | 13.50M | 2.77% | $1.10B | added +3.9% | ≤2013 |
| APG Asset Management N.v. | 11.55M | 2.37% | $944.6M | trimmed -3.7% | ≤2013 |
| Capital Group (American Funds) | 10.04M | 2.06% | $821.3M | added +30.8% | 2025 Q4 |
| T. Rowe Price | 9.65M | 1.98% | $788.9M | added +5.1% | ≤2013 |
| UBS | 8.51M | 1.75% | $696.2M | added +9.6% | ≤2013 |
| Dimensional Fund Advisors | 7.19M | 1.48% | $588.0M | added +3.6% | ≤2013 |
| Charles Schwab Investment Management | 6.45M | 1.32% | $527.2M | added +3.7% | ≤2013 |
| Morgan Stanley | 6.39M | 1.31% | $522.3M | added +0.7% | ≤2013 |
| Cohen & Steers | 6.01M | 1.23% | $491.1M | added +30.4% | ≤2013 |
| Centersquare Investment Management LLC | 5.93M | 1.22% | $484.8M | trimmed -8.7% | 2018 Q1 |
| Northern Trust | 5.72M | 1.18% | $467.8M | unchanged | ≤2013 |
| Legal & General Group PLC | 5.51M | 1.13% | $450.2M | trimmed -4.5% | ≤2013 |
| Daiwa Securities Group INC. | 5.38M | 1.11% | $440.1M | added +14.4% | ≤2013 |
| Invesco | 5.12M | 1.05% | $418.6M | trimmed -6.1% | ≤2013 |
| Nuveen | 4.95M | 1.02% | $404.7M | trimmed -9.8% | ≤2013 |
| Deutsche Bank AG\ | 4.72M | 0.97% | $386.1M | added +21% | ≤2013 |
| MFS Investment Management | 4.50M | 0.93% | $368.1M | trimmed -7.5% | 2024 Q2 |
| CPP Investment Board | 4.40M | 0.91% | $360.1M | added +32.2% | ≤2013 |
| Resolution Capital LTD (focused) | 4.19M | 0.86% | $342.8M | trimmed -19.6% | 2022 Q4 |
| Goldman Sachs | 4.18M | 0.86% | $342.0M | added +2.1% | ≤2013 |
| Two Sigma | 3.99M | 0.82% | $326.5M | added +145.8% | 2025 Q3 |
| AQR Capital | 2.93M | 0.60% | $239.9M | trimmed -1.6% | ≤2013 |
| BNY Mellon | 2.84M | 0.58% | $232.0M | trimmed -1.1% | ≤2013 |
| Duff & Phelps Investment Management CO | 2.61M | 0.54% | $213.6M | added +1.4% | 2022 Q4 |
| Bank OF America CORP /DE/ | 2.55M | 0.52% | $208.4M | added +18.1% | ≤2013 |
| Schroder Investment Management Group | 2.51M | 0.52% | $205.4M | trimmed -1.7% | ≤2013 |
| Barclays PLC | 2.28M | 0.47% | $186.5M | added +69% | ≤2013 |
| Sumitomo Mitsui Trust Group, INC. | 2.28M | 0.47% | $186.1M | trimmed -9.3% | ≤2013 |
| American Century Companies INC | 2.04M | 0.42% | $166.6M | trimmed -8.9% | 2018 Q4 |
| Hsbc Holdings PLC | 1.99M | 0.41% | $163.0M | added +2.9% | ≤2013 |
| BNP Paribas Financial Markets | 1.91M | 0.39% | $156.4M | added +14.1% | ≤2013 |
| Cbre Investment Management Listed Real Assets LLC | 1.89M | 0.39% | $154.5M | added +2.1% | 2016 Q1 |
| Mitsubishi UFJ Asset Management CO., LTD. | 1.89M | 0.39% | $154.4M | added +9.7% | ≤2013 |
| Citigroup INC | 1.83M | 0.38% | $149.5M | added +129.1% | ≤2013 |
| Russell Investments Group, LTD. | 1.83M | 0.38% | $149.3M | added +15.5% | 2016 Q4 |
| CI Investments INC. | 1.81M | 0.37% | $148.2M | trimmed -21.4% | 2021 Q3 |
| Amundi | 1.66M | 0.34% | $135.8M | added +9% | ≤2013 |
| Aberdeen Group plc | 1.66M | 0.34% | $135.4M | trimmed -3.4% | 2017 Q3 |
| Voya Investment Management LLC | 1.49M | 0.31% | $122.0M | added +1096.7% | ≤2013 |
| Rush Island Management, LP (focused) | 1.40M | 0.29% | $114.7M | trimmed -14.1% | 2023 Q3 |
| Swiss National Bank | 1.38M | 0.28% | $112.7M | added +10.7% | ≤2013 |
| Adage Capital Partners GP, L.l.c. | 1.35M | 0.28% | $110.0M | added +1.5% | ≤2013 |
| Qube Research & Technologies LTD | 1.34M | 0.28% | $109.7M | added +48.3% | 2023 Q1 |
| Nomura Asset Management International INC. | 1.31M | 0.27% | $107.4M | trimmed -35.1% | 2023 Q4 |
| Ameriprise Financial INC | 1.26M | 0.26% | $103.0M | added +295% | ≤2013 |
Largest 50 of 899 shown; the full ranked, searchable register is at boothcheck.com/holders/VTR. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.