Copeland Capital Management, LLC

Position in VTR — Ventas, Inc.

CIK 1541743 Conshohocken, PA

Position in VTR

as of Mar 31, 2026 · filed May 6, 2026 Compact

Position Value

$246,566

+$8,236 QoQ

Shares Held

3,015

-2.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2025

2 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Real Estate · as of Mar 31, 2026

Copeland Capital Management, LLC holds $65,008,576 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (0.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	1,764,855	$64,681,935
2	VTR	Ventas, Inc. This page	3,015	$246,566
3	STRW	Strawberry Fields REIT, Inc.	6,729	$80,075

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$246,566	3,015	-2.1%	Shares	Sole	2026-05-06
2025-12-31	$238,330	3,080	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.