IBEX WEALTH ADVISORS

Position in VTR — Ventas, Inc.

CIK 1686242 BEDMINSTER, NJ

Position in VTR

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$422,966

New position

Shares Held

5,172

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Real Estate · as of Mar 31, 2026

IBEX WEALTH ADVISORS holds $10,737,961 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	251,393	$9,213,553
2	WELL	Welltower Inc.	5,571	$1,101,442
3	VTR	Ventas, Inc. This page	5,172	$422,966

1 filing row on record

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