Crewe Advisors LLC

Position in VTR — Ventas, Inc.

CIK 1730033 SALT LAKE CITY, UT

Position in VTR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$3,108

+$2,852 QoQ

Shares Held

+775.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#879

of 942 holders

Holding Since

Dec 2020

13 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Crewe Advisors LLC holds $100,566 across 8 REIT - Healthcare Facilities names. VTR ranks #5 (3.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CTRE	CareTrust REIT, Inc.	1,445	$58,305
2	WELL	Welltower Inc.	90	$20,427
3	LTC	Ltc Properties Inc	297	$11,419
4	HR	Healthcare Realty Trust Inc	250	$5,042
5	VTR	Ventas, Inc. This page	35	$3,108
6	SBRA	Sabra Health Care REIT, Inc.	94	$1,833
7	DOC	Healthpeak Properties, Inc.	18	$385
8	OHI	Omega Healthcare Investors Inc	1	$47

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,108	35	+775.0%	Shares	Sole	2026-07-24
2024-09-30	$256	4	-60.0%	Shares	Sole	2024-11-12
2023-06-30	$472	10	-87.8%	Shares	Sole	2023-07-28
2023-03-31	$3,554	82	0.0%	Shares	Sole	2023-05-12
2022-12-31	$3,694	82	-82.6%	Shares	Sole	2023-02-08
2022-09-30	$18,960	472	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$22,577	439	+100.5%	Shares	Sole	2022-08-02
2022-03-31	$13,525	219	0.0%	Shares	Sole	2022-04-27
2021-12-31	$11,195	219	0.0%	Shares	Sole	2022-02-10
2021-09-30	$12,090	219	0.0%	Shares	Sole	2021-10-29
2021-06-30	$12,504	219	0.0%	Shares	Sole	2021-08-11
2021-03-31	$11,681	219	0.0%	Shares	Sole	2021-04-21
2020-12-31	$10,739	219	—	Shares	Sole	2021-01-27
No filing history on record for this holder in this stock.