EP Wealth Advisors, LLC

Position in VTR — Ventas, Inc.

CIK 1540569 TORRANCE, CA

Position in VTR

as of Mar 31, 2026 · filed May 14, 2026 Compact

Position Value

$756,955

-$148,468 QoQ

Shares Held

9,256

-20.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

EP Wealth Advisors, LLC holds $63,702,567 across 5 REIT - Healthcare Facilities names.

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	274,449	$62,291,689
2	OHI	Omega Healthcare Investors Inc	15,951	$760,543
3	CTRE	CareTrust REIT, Inc.	7,398	$298,509
4	LTC	Ltc Properties Inc	5,358	$206,015
5	MPT	Medical Properties Trust Inc	31,561	$145,811

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$756,955	9,256	-20.9%	Shares	Sole	2026-05-14
2025-12-31	$905,423	11,701	+3.2%	Shares	Sole	2026-02-18
2025-06-30	$716,121	11,340	+119.5%	Shares	Sole	2025-08-14
2022-06-30	$265,687	5,166	+32.9%	Shares	Sole	2022-08-11
2022-03-31	$240,122	3,888	+10.6%	Shares	Sole	2022-05-20
2021-06-30	$200,763	3,516	-20.6%	Shares	Sole	2021-08-24
2021-03-31	$236,136	4,427	-7.7%	Shares	Sole	2021-05-17
2020-12-31	$235,097	4,794	-62.9%	Shares	Sole	2021-02-18
2020-03-31	$346,282	12,921	—	Shares	Sole	2020-05-18
No filing history on record for this holder in this stock.