IBEX WEALTH ADVISORS

Position in VTR — Ventas, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in VTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$446,841

+$23,875 QoQ

Shares Held

5,032

-2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#571

of 948 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

IBEX WEALTH ADVISORS holds $12,204,852 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	260,491	$10,510,811
2	WELL	Welltower Inc.	5,495	$1,247,200
3	VTR	Ventas, Inc. This page	5,032	$446,841

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$446,841	5,032	-2.7%	Shares	Sole	2026-07-27
2026-03-31	$422,966	5,172	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.