Position in VTR
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$2,554,776
+$280,475 QoQ
Shares Held
28,770
+3.5% QoQ
Ownership
0.006%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#327
of 941 holders
Holding Since
Sep 2024
8 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ascent Wealth Partners, LLC holds $2,554,776 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
|
28,770 | $2,554,776 |
All Filings in VTR
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8 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,554,776 | 28,770 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $2,274,301 | 27,810 | Shares | Sole | 2026-05-06 | |
| 2025-12-31 | $2,128,491 | 27,507 | Shares | Sole | 2026-02-02 | |
| 2025-09-30 | $1,957,550 | 27,969 | Shares | Sole | 2025-10-21 | |
| 2025-06-30 | $1,801,732 | 28,531 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $1,259,683 | 18,320 | Shares | Sole | 2025-05-02 | |
| 2024-12-31 | $1,083,163 | 18,393 | Shares | Sole | 2025-02-04 | |
| 2024-09-30 | $1,146,965 | 17,885 | Shares | Sole | 2024-10-31 | |
| No filing history on record for this holder in this stock. | ||||||