CX Institutional

Position in VTR — Ventas, Inc.

CIK 1737089 AUBURN, IN

Position in VTR

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$327,849

+$484 QoQ

Shares Held

3,692

-7.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#626

of 942 holders

Holding Since

Mar 2020

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

CX Institutional holds $2,359,260 across 9 REIT - Healthcare Facilities names. VTR ranks #3 (13.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	5,219	$1,184,556
2	HR	Healthcare Realty Trust Inc	19,813	$399,628
3	VTR	Ventas, Inc. This page	3,692	$327,849
4	DOC	Healthpeak Properties, Inc.	11,003	$235,464
5	AHR	American Healthcare REIT, Inc.	3,556	$185,445
6	OHI	Omega Healthcare Investors Inc	282	$13,445
7	SILA	Sila Realty Trust, Inc.	351	$10,656
8	SBRA	Sabra Health Care REIT, Inc.	62	$1,209

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$327,849	3,692	-7.8%	Shares	Sole	2026-07-02
2026-03-31	$327,365	4,003	-7.9%	Shares	Sole	2026-04-06
2025-12-31	$336,293	4,346	+9.2%	Shares	Sole	2026-02-02
2025-09-30	$278,630	3,981	+22.6%	Shares	Sole	2025-10-23
2025-06-30	$205,111	3,248	-0.3%	Shares	Sole	2025-07-16
2025-03-31	$223,951	3,257	+348.6%	Shares	Sole	2025-04-15
2022-06-30	$37,338	726	-14.2%	Shares	Sole	2022-08-02
2021-09-30	$46,707	846	+1.8%	Shares	Sole	2021-11-10
2021-06-30	$47,450	831	+26.9%	Shares	Sole	2021-08-04
2021-03-31	$34,937	655	+26.2%	Shares	Sole	2021-04-15
2020-12-31	$25,451	519	+12.6%	Shares	Sole	2021-01-12
2020-09-30	$19,343	461	+102.2%	Shares	Sole	2020-10-13
2020-06-30	$8,349	228	+240.3%	Shares	Sole	2020-08-06
2020-03-31	$1,795	67	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.