MV CAPITAL MANAGEMENT, INC.

Position in VTR — Ventas, Inc.

CIK 1633366 BETHESDA, MD

Position in VTR

as of Jun 30, 2026 · filed Jul 30, 2026 Compact

Position Value

$52,125

+$4,121 QoQ

Shares Held

587

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#763

of 939 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

MV CAPITAL MANAGEMENT, INC. holds $390,732 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (13.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	1,400	$317,758
2	VTR	Ventas, Inc. This page	587	$52,125
3	DOC	Healthpeak Properties, Inc.	929	$19,880
4	MPT	Medical Properties Trust Inc	113	$522
5	OHI	Omega Healthcare Investors Inc	6	$286
6	HR	Healthcare Realty Trust Inc	8	$161

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$52,125	587	0.0%	Shares	Sole	2026-07-30
2026-03-31	$48,004	587	+0.2%	Shares	Sole	2026-04-30
2025-12-31	$45,344	586	+0.2%	Shares	Sole	2026-02-23
2025-09-30	$40,944	585	0.0%	Shares	Sole	2026-02-23
2025-06-30	$36,942	585	-0.5%	Shares	Sole	2025-08-08
2025-03-31	$40,430	588	+0.2%	Shares	Sole	2025-04-15
2024-12-31	$34,568	587	+0.5%	Shares	Sole	2025-02-12
2024-09-30	$37,451	584	+1.2%	Shares	Sole	2024-11-04
2024-06-30	$29,577	577	+2.9%	Shares	Sole	2024-08-01
2024-03-31	$24,425	561	-3.3%	Shares	Sole	2024-04-18
2023-12-31	$28,907	580	+4.3%	Shares	Sole	2024-01-29
2023-09-30	$23,424	556	-3.5%	Shares	Sole	2023-11-07
2023-06-30	$27,227	576	+1.2%	Shares	Sole	2023-08-03
2023-03-31	$24,666	569	-0.7%	Shares	Sole	2023-04-26
2022-12-31	$25,813	573	+923.2%	Shares	Sole	2023-01-27
2022-09-30	$2,249	56	-50.4%	Shares	Sole	2022-10-24
2022-06-30	$5,811	113	+44.9%	Shares	Sole	2022-07-19
2022-03-31	$4,817	78	+56.0%	Shares	Sole	2022-05-09
2021-12-31	$2,556	50	-47.9%	Shares	Sole	2022-02-02
2021-09-30	$5,300	96	+77.8%	Shares	Sole	2021-11-12
2021-06-30	$3,083	54	—	Shares	Sole	2021-08-03
No filing history on record for this holder in this stock.