Global Wealth Management Investment Advisory, Inc.
Position in VTR — Ventas, Inc.
CIK 1767855
FORT LAUDERDALE, FL
Position in VTR
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$1,151,736
+$94,403 QoQ
Shares Held
12,970
+0.3% QoQ
Ownership
0.003%
of shares outstanding
% of Portfolio
0.26%
of 13F equity value
Holder Rank
#428
of 942 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Global Wealth Management Investment Advisory, Inc. holds $1,151,736 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
12,970 | $1,151,736 |
All Filings in VTR
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,151,736 | 12,970 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $1,057,333 | 12,929 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $1,001,451 | 12,942 | Shares | Sole | 2026-02-04 | |
| 2025-09-30 | $1,049,150 | 14,990 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $883,089 | 13,984 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $897,386 | 13,051 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $724,347 | 12,300 | Shares | Sole | 2025-01-29 | |
| 2024-09-30 | $724,733 | 11,301 | Shares | Sole | 2024-10-30 | |
| 2024-06-30 | $540,536 | 10,545 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $429,130 | 9,856 | Shares | Sole | 2024-05-10 | |
| 2023-12-31 | $473,131 | 9,493 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $389,407 | 9,243 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $399,100 | 8,443 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 | $349,097 | 8,053 | Shares | Sole | 2023-05-08 | |
| 2022-12-31 | $2,714,667 | 60,259 | Shares | Sole | 2023-02-07 | |
| 2022-09-30 | $1,935,470 | 48,182 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $2,354,259 | 45,776 | Shares | Sole | 2022-08-15 | |
| 2022-03-31 | $2,628,073 | 42,553 | Shares | Sole | 2022-05-17 | |
| 2021-12-31 | $1,994,753 | 39,021 | Shares | Sole | 2022-02-15 | |
| 2021-09-30 | $2,026,096 | 36,698 | Shares | Sole | 2021-11-16 | |
| 2021-06-30 | $1,987,765 | 34,812 | Shares | Sole | 2021-08-11 | |
| 2021-03-31 | $1,674,555 | 31,394 | Shares | Sole | 2021-05-17 | |
| 2020-12-31 | $2,068,458 | 42,179 | Shares | Sole | 2021-02-16 | |
| 2020-09-30 | $1,779,607 | 42,412 | Shares | Sole | 2020-11-16 | |
| 2020-06-30 | $1,855,022 | 50,656 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $1,359,135 | 50,714 | Shares | Sole | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||