Skip to main content

BEACON INVESTMENT ADVISORY SERVICES, INC.

Position in VTR — Ventas, Inc.

CIK 1654599 MORRISTOWN, NJ

Position in VTR

as of Jun 30, 2026 · filed Jul 8, 2026
Position Value
$83,916
+$6,634 QoQ
Shares Held
945
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#743
of 941 holders
Holding Since
Mar 2026
2 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, 2026

BEACON INVESTMENT ADVISORY SERVICES, INC. holds $179,186 across 4 REIT - Healthcare Facilities names. VTR ranks #1 (46.8% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 VTR
Ventas, Inc.
This page
945 $83,916

All Filings in VTR

Export CSV
2 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $83,916 945
2026-03-31 $77,282 945