Focus Partners Wealth

Position in VTR — Ventas, Inc.

CIK 1542153 ST LOUIS, MO

Position in VTR

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,513,508

-$510,966 QoQ

Shares Held

30,735

-21.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 44% Shared 0% None 56%

Real Estate · as of Mar 31, 2026

Focus Partners Wealth holds $65,796,522 across 12 REIT - Healthcare Facilities names. VTR ranks #5 (3.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	138,713	$27,424,947
2	DOC	Healthpeak Properties, Inc.	1,153,926	$18,959,004
3	CHCT	Community Healthcare Trust Inc	537,868	$8,546,722
4	OHI	Omega Healthcare Investors Inc	103,379	$4,530,067
5	VTR	Ventas, Inc. This page	30,735	$2,513,508
6	SILA	Sila Realty Trust, Inc.	39,341	$931,594
7	HR	Healthcare Realty Trust Inc	43,456	$738,317
8	SBRA	Sabra Health Care REIT, Inc.	25,963	$499,268

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,513,508	30,735	-21.4%	Shares	Sole	2026-05-15
2025-12-31	$3,024,474	39,086	+42.8%	Shares	Sole	2026-02-13
2025-09-30	$1,915,346	27,366	+34.3%	Shares	Sole	2025-11-14
2025-06-30	$1,286,491	20,372	-5.7%	Shares	Sole	2025-08-14
2025-03-31	$1,486,109	21,613	-3.6%	Shares	Sole	2025-05-20
2024-12-31	$1,319,960	22,414	-0.6%	Shares	Sole	2025-05-29
2024-09-30	$1,446,516	22,556	+244.9%	Shares	Sole	2024-11-14
2024-06-30	$335,189	6,539	+2.5%	Shares	Sole	2024-08-15
2024-03-31	$277,741	6,379	-1.2%	Shares	Sole	2024-05-16
2023-12-31	$321,916	6,459	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.