Community Financial Services Group, LLC

Position in VTR — Ventas, Inc.

CIK 1537319 NEWPORT, VT

Position in VTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$342,945

+$6,667 QoQ

Shares Held

3,862

-6.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#618

of 942 holders

Holding Since

Mar 2020

18 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Community Financial Services Group, LLC holds $353,645 across 2 REIT - Healthcare Facilities names. VTR ranks #1 (97.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc. This page	3,862	$342,945
2	DOC	Healthpeak Properties, Inc.	500	$10,700

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$342,945	3,862	-6.1%	Shares	Defined	2026-07-09
2026-03-31	$336,278	4,112	+31.5%	Shares	Defined	2026-04-08
2025-09-30	$218,858	3,127	-6.0%	Shares	Sole	2025-10-21
2025-06-30	$210,036	3,326	-32.0%	Shares	Sole	2025-07-18
2025-03-31	$336,098	4,888	-35.1%	Shares	Sole	2025-04-23
2024-12-31	$443,617	7,533	-44.4%	Shares	Sole	2025-01-29
2024-09-30	$869,153	13,553	-7.4%	Shares	Sole	2024-10-21
2024-06-30	$750,599	14,643	-23.6%	Shares	Sole	2024-07-25
2024-03-31	$834,269	19,161	-71.8%	Shares	Sole	2024-04-23
2023-09-30	$2,862,901	67,954	-7.3%	Shares	Sole	2023-11-07
2021-12-31	$3,745,357	73,266	-1.3%	Shares	Sole	2022-03-10
2021-09-30	$4,098,899	74,242	+1.0%	Shares	Sole	2021-11-09
2021-06-30	$4,195,250	73,472	-5.6%	Shares	Sole	2021-07-23
2021-03-31	$4,150,811	77,818	-31.3%	Shares	Sole	2021-05-14
2020-12-31	$5,554,220	113,259	-1.6%	Shares	Sole	2021-02-04
2020-09-30	$4,830,308	115,117	-5.8%	Shares	Sole	2020-10-29
2020-06-30	$4,475,476	122,214	-15.7%	Shares	Sole	2020-07-24
2020-03-31	$3,884,391	144,940	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.