Robertson Stephens Wealth Management, LLC

Position in VTR — Ventas, Inc.

CIK 1767307 San Francisco, CA

Position in VTR

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$723,720

+$56,232 QoQ

Shares Held

8,150

-0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#492

of 941 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Robertson Stephens Wealth Management, LLC holds $1,571,043 across 3 REIT - Healthcare Facilities names. VTR ranks #1 (46.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc. This page	8,150	$723,720
2	DOC	Healthpeak Properties, Inc.	21,140	$452,396
3	WELL	Welltower Inc.	1,740	$394,927

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$723,720	8,150	-0.1%	Shares	Sole	2026-07-29
2026-03-31	$667,488	8,162	-3.3%	Shares	Sole	2026-04-28
2025-12-31	$653,164	8,441	+0.5%	Shares	Sole	2026-02-02
2025-09-30	$587,916	8,400	-2.1%	Shares	Sole	2025-11-12
2025-06-30	$541,890	8,581	-0.2%	Shares	Sole	2025-07-24
2025-03-31	$590,923	8,594	+0.0%	Shares	Sole	2025-04-17
2024-12-31	$506,041	8,593	+0.1%	Shares	Sole	2025-01-27
2024-09-30	$550,491	8,584	-1.6%	Shares	Sole	2024-11-12
2024-06-30	$447,294	8,726	+2.2%	Shares	Sole	2024-08-13
2024-03-31	$371,657	8,536	0.0%	Shares	Sole	2024-05-15
2023-12-31	$425,434	8,536	+1.5%	Shares	Sole	2024-02-06
2023-09-30	$354,144	8,406	-1.6%	Shares	Sole	2023-11-13
2023-06-30	$403,922	8,545	0.0%	Shares	Sole	2023-08-11
2023-03-31	$370,425	8,545	0.0%	Shares	Sole	2023-05-11
2022-12-31	$384,952	8,545	-0.3%	Shares	Sole	2023-02-14
2022-09-30	$344,377	8,573	+0.1%	Shares	Sole	2022-11-14
2022-06-30	$440,549	8,566	-1.1%	Shares	Sole	2022-08-12
2022-03-31	$535,026	8,663	-2.0%	Shares	Sole	2022-05-16
2021-12-31	$451,798	8,838	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.