Pinnacle Wealth Management Advisory Group, LLC
Position in VTR — Ventas, Inc.
CIK 1631864
RED BANK, NJ
Position in VTR
as of Jun 30, 2026
· filed Aug 5, 2026
Position Value
$482,095
+$62,809 QoQ
Shares Held
5,429
+5.9% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.05%
of 13F equity value
Holder Rank
#561
of 942 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Pinnacle Wealth Management Advisory Group, LLC holds $6,398,295 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (7.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
26,066 | $5,916,200 | |
| 2 | VTR |
Ventas, Inc.
This page
|
5,429 | $482,095 |
All Filings in VTR
Export CSV
3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $482,095 | 5,429 | Shares | Sole | 2026-08-05 | |
| 2026-03-31 | $419,286 | 5,127 | Shares | Sole | 2026-04-21 | |
| 2025-12-31 | $397,268 | 5,134 | Shares | Sole | 2026-02-02 | |
| No filing history on record for this holder in this stock. | ||||||