LAKE STREET PRIVATE WEALTH, LLC

Position in VTR — Ventas, Inc.

CIK 1772031 CHICAGO, IL

Position in VTR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$617,160

+$40,611 QoQ

Shares Held

6,950

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#516

of 942 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

LAKE STREET PRIVATE WEALTH, LLC holds $3,303,144 across 4 REIT - Healthcare Facilities names. VTR ranks #4 (18.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MPT	Medical Properties Trust Inc	257,500	$1,189,650
2	OHI	Omega Healthcare Investors Inc	16,050	$765,264
3	WELL	Welltower Inc.	3,221	$731,070
4	VTR	Ventas, Inc. This page	6,950	$617,160

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$617,160	6,950	-1.4%	Shares	Sole	2026-08-10
2026-03-31	$576,549	7,050	-0.7%	Shares	Sole	2026-04-13
2025-12-31	$549,398	7,100	-2.7%	Shares	Sole	2026-01-07
2025-09-30	$510,927	7,300	-3.3%	Shares	Sole	2025-11-10
2025-06-30	$476,782	7,550	0.0%	Shares	Sole	2025-08-11
2025-03-31	$519,138	7,550	-5.0%	Shares	Sole	2025-04-10
2024-12-31	$468,175	7,950	-12.6%	Shares	Sole	2025-01-15
2024-09-30	$583,583	9,100	-16.4%	Shares	Sole	2024-10-22
2024-06-30	$558,221	10,890	-11.7%	Shares	Sole	2024-07-12
2024-03-31	$537,196	12,338	-6.8%	Shares	Sole	2024-04-19
2023-12-31	$659,781	13,238	-6.8%	Shares	Sole	2024-01-10
2023-09-30	$598,372	14,203	-0.7%	Shares	Sole	2023-10-20
2023-06-30	$676,102	14,303	-10.6%	Shares	Sole	2023-07-18
2023-03-31	$693,730	16,003	-0.3%	Shares	Sole	2023-04-17
2022-12-31	$723,187	16,053	+7.7%	Shares	Sole	2023-01-25
2022-09-30	$598,613	14,902	-2.6%	Shares	Sole	2022-10-21
2022-06-30	$786,981	15,302	-2.8%	Shares	Sole	2022-07-12
2022-03-31	$972,225	15,742	-3.7%	Shares	Sole	2022-05-09
2021-12-31	$835,914	16,352	+9.2%	Shares	Sole	2022-01-24
2021-09-30	$826,438	14,969	-8.3%	Shares	Sole	2021-10-07
2021-06-30	$932,443	16,330	-1.6%	Shares	Sole	2021-07-14
2021-03-31	$885,444	16,600	+0.5%	Shares	Sole	2021-04-16
2020-12-31	$810,386	16,525	+1.2%	Shares	Sole	2021-01-19
2020-09-30	$684,997	16,325	—	Shares	Sole	2020-10-09
No filing history on record for this holder in this stock.