Castleview Partners, LLC

Position in VTR — Ventas, Inc.

CIK 1737088 DALLAS, TX

Position in VTR

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$252,192

+$123,997 QoQ

Shares Held

2,840

+42.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#674

of 942 holders

Holding Since

Jun 2021

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Castleview Partners, LLC holds $948,054 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (26.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	8,476	$442,023
2	SILA	Sila Realty Trust, Inc.	8,361	$253,839
3	VTR	Ventas, Inc. This page	2,840	$252,192

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,192	2,840	+42.1%	Shares	Sole	2026-07-20
2024-09-30	$128,195	1,999	-40.6%	Shares	Sole	2024-10-21
2024-06-30	$172,438	3,364	+66.1%	Shares	Sole	2024-07-31
2024-03-31	$88,168	2,025	+1.4%	Shares	Sole	2024-05-10
2023-12-31	$99,580	1,998	+3600.0%	Shares	Sole	2024-02-05
2023-09-30	$2,275	54	0.0%	Shares	Sole	2023-10-26
2023-06-30	$2,552	54	+80.0%	Shares	Sole	2023-08-15
2023-03-31	$1,300	30	-98.4%	Shares	Sole	2023-05-16
2022-09-30	$74,153	1,846	+27.3%	Shares	Sole	2022-11-10
2022-06-30	$74,573	1,450	-20.2%	Shares	Sole	2022-08-17
2022-03-31	$112,156	1,816	-79.9%	Shares	Sole	2022-05-16
2021-12-31	$462,533	9,048	+25033.3%	Shares	Sole	2022-02-17
2021-06-30	$2,055	36	—	Shares	Sole	2021-08-17
No filing history on record for this holder in this stock.