Focus Partners Wealth

Position in VTR — Ventas, Inc.

CIK 1542153 ST LOUIS, MO

Position in VTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,210,942

-$302,566 QoQ

Shares Held

24,898

-19.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#349

of 949 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 59% Shared 0% None 41%

Real Estate · as of Jun 30, 2026

Focus Partners Wealth holds $53,194,916 across 10 REIT - Healthcare Facilities names. VTR ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	133,077	$30,204,486
2	CHCT	Community Healthcare Trust Inc	513,420	$9,385,317
3	OHI	Omega Healthcare Investors Inc	100,961	$4,813,820
4	DOC	Healthpeak Properties, Inc.	124,703	$2,668,644
5	VTR	Ventas, Inc. This page	24,898	$2,210,942
6			40,442	$1,227,819
7	HR	Healthcare Realty Trust Inc	57,808	$1,165,987
8	MPT	Medical Properties Trust Inc	141,324	$652,916

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,210,942	24,898	-19.0%	Shares	Sole	2026-08-12
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	+130.4%	Shares	Sole	2025-05-20
2024-12-31	$552,388	9,380	-58.4%	Shares	Sole	2025-05-20
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.