AI Holders Summary · Q2 2026

1,004 institutions reported VTR in Q2 2026. BlackRock, Inc. leads at 15.9% 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

$5.0B55.8M0.07%Q2 2026 02

JPMORGAN CHASE & CO

CIK 0000019617

$3.9B43.7M0.22%Q2 2026 03

Vanguard Portfolio Management

CIK 0002100121· Index

$3.8B42.6M0.17%Q2 2026 04

VANGUARD CAPITAL MANAGEMENT LLC

CIK 0002100119· Index

$2.8B31.8M0.06%Q2 2026 05

STATE STREET CORP

CIK 0000093751

$2.7B30.5M0.08%Q2 2026 06

FMR LLC

CIK 0000315066

$2.3B26.2M0.10%Q2 2026 07

PRINCIPAL FINANCIAL GROUP INC

CIK 0001126328

$1.2B14.0M0.61%Q2 2026 08

GEODE CAPITAL MANAGEMENT, LLC

CIK 0001214717· Index

$1.2B14.0M0.07%Q2 2026 09

Capital World Investors

CIK 0001422849

$1.0B11.7M0.12%Q2 2026 10

APG Asset Management US Inc.

CIK 0001323255

$1.0B11.3M7.11%Q2 2026 11

PRICE T ROWE ASSOCIATES INC /MD/

CIK 0000080255

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

MORGAN STANLEY

CIK 0000895421

$700M7.9M0.04%Q2 2026 13

WCM INVESTMENT MANAGEMENT, LLC

CIK 0001061186

$699M7.8M1.27%Q2 2026 14

DIMENSIONAL FUND ADVISORS LP

CIK 0000354204· Quasi-passive

$657M7.4M0.12%Q2 2026 15

CHARLES SCHWAB INVESTMENT MANAGEMENT INC

CIK 0000884546· Index

$617M6.9M0.08%Q2 2026 16

NORTHERN TRUST CORP

CIK 0000073124· Index

$602M6.8M0.07%Q2 2026 17

CENTERSQUARE INVESTMENT MANAGEMENT LLC

CIK 0001725296

$589M6.6M5.02%Q2 2026 18

Legal & General Group Plc

CIK 0000764068

$502M5.7M0.10%Q2 2026 19

COHEN & STEERS, INC.

CIK 0001284812

$491M6.0M0.85%Q1 2026 20

Invesco Ltd.

CIK 0000914208

$474M5.3M0.04%Q2 2026

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