Independent Advisor Alliance

Position in VTR — Ventas, Inc.

CIK 1696899 CHARLOTTE, NC

Position in VTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$952,202

+$55,976 QoQ

Shares Held

10,723

-2.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#453

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Independent Advisor Alliance holds $3,574,886 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	9,027	$2,048,857
2	VTR	Ventas, Inc. This page	10,723	$952,202
3	OHI	Omega Healthcare Investors Inc	12,035	$573,827

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$952,202	10,723	-2.2%	Shares	Sole	2026-08-12
2026-03-31	$896,226	10,959	+0.1%	Shares	Sole	2026-05-12
2025-12-31	$847,465	10,952	+7.2%	Shares	Sole	2026-02-04
2025-09-30	$715,227	10,219	+4.1%	Shares	Sole	2025-11-04
2025-06-30	$620,069	9,819	+4.6%	Shares	Sole	2025-08-11
2025-03-31	$645,724	9,391	-1.4%	Shares	Sole	2025-05-12
2024-12-31	$560,691	9,521	+3.4%	Shares	Sole	2025-02-07
2024-09-30	$590,380	9,206	-0.9%	Shares	Sole	2024-11-13
2024-06-30	$476,358	9,293	-7.9%	Shares	Sole	2024-08-12
2024-03-31	$439,492	10,094	-13.2%	Shares	Sole	2024-05-08
2023-12-31	$579,539	11,628	-6.9%	Shares	Sole	2024-02-08
2023-09-30	$526,035	12,486	+8.1%	Shares	Sole	2023-10-24
2023-06-30	$545,921	11,549	-0.2%	Shares	Sole	2023-07-28
2023-03-31	$501,516	11,569	-3.2%	Shares	Sole	2023-05-12
2022-12-31	$538,482	11,953	+1.2%	Shares	Sole	2023-02-13
2022-09-30	$474,568	11,814	-1.8%	Shares	Sole	2022-11-04
2022-06-30	$618,702	12,030	+1.3%	Shares	Sole	2022-08-04
2022-03-31	$733,338	11,874	-10.4%	Shares	Sole	2022-05-06
2021-12-31	$677,084	13,245	-1.5%	Shares	Sole	2022-02-11
2021-09-30	$742,629	13,451	+4.5%	Shares	Sole	2021-11-01
2021-06-30	$734,705	12,867	-8.1%	Shares	Sole	2021-08-12
2021-03-31	$747,080	14,006	-2.7%	Shares	Sole	2021-05-14
2020-12-31	$705,881	14,394	+12.1%	Shares	Sole	2021-02-11
2020-09-30	$538,556	12,835	+13.6%	Shares	Sole	2020-11-04
2020-06-30	$413,696	11,297	+33.0%	Shares	Sole	2020-08-06
2020-03-31	$227,639	8,494	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.