TRANSCEND CAPITAL ADVISORS, LLC

Position in VTR — Ventas, Inc.

CIK 1776082 MADISON, NJ

Position in VTR

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$414,873

+$76,468 QoQ

Shares Held

4,672

+12.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#583

of 942 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

TRANSCEND CAPITAL ADVISORS, LLC holds $1,904,999 across 5 REIT - Healthcare Facilities names. VTR ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	2,970	$674,100
2	OHI	Omega Healthcare Investors Inc	9,121	$434,889
3	VTR	Ventas, Inc. This page	4,672	$414,873
4	HR	Healthcare Realty Trust Inc	15,857	$319,835
5	MPT	Medical Properties Trust Inc	13,269	$61,302

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$414,873	4,672	+12.9%	Shares	Sole	2026-08-04
2026-03-31	$338,405	4,138	-2.9%	Shares	Sole	2026-05-13
2025-12-31	$329,870	4,263	+46.5%	Shares	Sole	2026-01-23
2025-09-30	$203,600	2,909	—	Shares	Sole	2025-11-04
No filing history on record for this holder in this stock.