AI Holders Summary · Q1 2026

984 institutions reported VTR in Q1 2026. BlackRock, Inc. leads at 16.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

Hide index funds / market makers / custodians(6 on this page)

#HolderValueShares% port.Quarter

BlackRock, Inc.

CIK 0002012383

$4.6B56.6M0.08%Q1 2026 02

Vanguard Portfolio Management

CIK 0002100121· Index

$3.4B41.3M0.18%Q1 2026 03

JPMORGAN CHASE & CO

CIK 0000019617

$2.9B35.4M0.19%Q1 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2.5B30.9M0.06%Q1 2026 05

STATE STREET CORP

CIK 0000093751

$2.5B29.8M0.08%Q1 2026 06

FMR LLC

CIK 0000315066

$2.2B27.3M0.12%Q1 2026 07

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$1.3B15.3M0.67%Q1 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1.1B13.5M0.07%Q1 2026 09

APG Asset Management US Inc.

CIK 0001323255

$928M11.3M7.15%Q1 2026 10

Capital World Investors

CIK 0001422849

$821M10.0M0.11%Q1 2026 11

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

$789M9.6M0.09%Q1 2026 12

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$588M7.2M0.12%Q1 2026 13

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$527M6.4M0.08%Q1 2026 14

MORGAN STANLEY

CIK 0000895421

$522M6.4M0.03%Q1 2026 15

COHEN & STEERS, INC.

CIK 0001284812

$491M6.0M0.85%Q1 2026 16

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CIK 0001725296

$485M5.9M5.01%Q1 2026 17

NORTHERN TRUST CORP

CIK 0000073124· Index

$468M5.7M0.06%Q1 2026 18

Legal & General Group Plc

CIK 0000764068

$450M5.5M0.10%Q1 2026 19

Daiwa Securities Group Inc.

CIK 0001481045

$440M5.4M1.27%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$419M5.1M0.04%Q1 2026

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