United Asset Strategies, Inc.

Position in VTR — Ventas, Inc.

CIK 1539948 GARDEN CITY, NY

Position in VTR

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$6,284,464

+$445,209 QoQ

Shares Held

70,771

-0.9% QoQ

Ownership

0.014%

of shares outstanding

% of Portfolio

0.54%

of 13F equity value

Holder Rank

#254

of 941 holders

Holding Since

Mar 2022

17 quarters on record

Voting authority Sole 76% Shared 0% None 24%

Real Estate · as of Jun 30, 2026

United Asset Strategies, Inc. holds $6,284,464 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	VTR	Ventas, Inc. This page	70,771	$6,284,464

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,284,464	70,771	-0.9%	Shares	Sole	2026-07-13
2026-03-31	$5,839,255	71,402	-0.1%	Shares	Sole	2026-04-29
2025-12-31	$5,529,574	71,460	+2.3%	Shares	Sole	2026-01-28
2025-09-30	$4,887,191	69,827	-0.3%	Shares	Sole	2025-10-23
2025-06-30	$4,422,394	70,030	-1.1%	Shares	Sole	2025-08-08
2025-03-31	$4,866,695	70,778	+1.6%	Shares	Sole	2025-05-14
2024-12-31	$4,104,220	69,693	+1.9%	Shares	Sole	2025-01-22
2024-09-30	$4,386,107	68,394	+69.8%	Shares	Sole	2024-10-28
2024-06-30	$2,064,445	40,274	+2.7%	Shares	Sole	2024-08-01
2024-03-31	$1,706,985	39,205	+5.9%	Shares	Sole	2024-04-23
2023-12-31	$1,844,279	37,004	-6.1%	Shares	Sole	2024-01-30
2023-09-30	$1,660,427	39,412	-7.8%	Shares	Sole	2023-11-07
2023-06-30	$2,021,501	42,765	+2.0%	Shares	Sole	2023-07-25
2023-03-31	$1,817,448	41,925	+20.6%	Shares	Sole	2023-07-25
2022-09-30	$1,396,951	34,776	+1.6%	Shares	Sole	2022-10-24
2022-06-30	$1,761,117	34,243	+3.4%	Shares	Sole	2022-08-15
2022-03-31	$2,045,800	33,125	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.