Westside Investment Management, Inc.

Position in VTR — Ventas, Inc.

CIK 1538383 SANTA MONICA, CA

Position in VTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$29,126

+$2,303 QoQ

Shares Held

328

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#786

of 942 holders

Holding Since

Mar 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Westside Investment Management, Inc. holds $408,265 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (7.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	1,538	$349,079
2	VTR	Ventas, Inc. This page	328	$29,126
3	HR	Healthcare Realty Trust Inc	792	$15,974
4	UHT	Universal Health Realty Income Trust	167	$7,324
5	DOC	Healthpeak Properties, Inc.	316	$6,762

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$29,126	328	0.0%	Shares	Sole	2026-07-27
2026-03-31	$26,823	328	0.0%	Shares	Sole	2026-05-04
2025-12-31	$25,380	328	0.0%	Shares	Sole	2026-01-23
2025-09-30	$22,956	328	+100.0%	Shares	Sole	2025-11-04
2025-06-30	$10,356	164	+64.0%	Shares	Sole	2025-08-05
2022-09-30	$4,017	100	0.0%	Shares	Sole	2022-11-09
2022-06-30	$5,143	100	0.0%	Shares	Sole	2022-07-15
2022-03-31	$6,176	100	-66.7%	Shares	Sole	2022-04-25
2021-12-31	$15,336	300	-50.0%	Shares	Sole	2022-02-15
2021-09-30	$33,126	600	0.0%	Shares	Sole	2021-10-27
2021-06-30	$34,260	600	0.0%	Shares	Sole	2021-07-28
2021-03-31	$32,004	600	+20.0%	Shares	Sole	2021-04-14
2020-12-31	$24,520	500	0.0%	Shares	Sole	2021-01-15
2020-09-30	$20,980	500	0.0%	Shares	Sole	2020-10-14
2020-06-30	$18,310	500	0.0%	Shares	Sole	2020-07-21
2020-03-31	$13,400	500	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.