Arkadios Wealth Advisors

Position in VTR — Ventas, Inc.

CIK 1800798 ATLANTA, GA

Position in VTR

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

Position Value

$448,350

+$212,224 QoQ

Shares Held

5,049

+37.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#570

of 947 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Arkadios Wealth Advisors holds $8,080,428 across 6 REIT - Healthcare Facilities names. VTR ranks #5 (5.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	16,507	$3,746,592
2	AHR	American Healthcare REIT, Inc.	50,350	$2,625,752
3	DOC	Healthpeak Properties, Inc.	25,463	$544,908
4	OHI	Omega Healthcare Investors Inc	9,670	$461,065
5	VTR	Ventas, Inc. This page	5,049	$448,350
6	CTRE	CareTrust REIT, Inc.	6,289	$253,761

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$448,350	5,049	+37.1%	Shares	Sole	2026-08-10
2024-09-30	$236,126	3,682	-24.5%	Shares	Sole	2024-10-24
2023-09-30	$205,510	4,878	-1.1%	Shares	Sole	2023-10-13
2023-06-30	$233,135	4,932	-14.3%	Shares	Sole	2023-07-26
2023-03-31	$249,435	5,754	-31.1%	Shares	Sole	2023-05-02
2022-12-31	$376,437	8,356	+1.1%	Shares	Sole	2023-01-11
2022-09-30	$331,884	8,262	+0.5%	Shares	Sole	2022-10-21
2022-06-30	$422,908	8,223	-3.7%	Shares	Sole	2022-07-14
2022-03-31	$527,553	8,542	+0.1%	Shares	Sole	2022-05-02
2021-12-31	$436,360	8,536	+652.7%	Shares	Sole	2022-02-03
2021-09-30	$62,608	1,134	-34.6%	Shares	Sole	2021-10-19
2021-06-30	$99,011	1,734	+115.1%	Shares	Sole	2021-07-28
2021-03-31	$42,992	806	+0.9%	Shares	Sole	2021-04-26
2020-12-31	$39,182	799	-25.3%	Shares	Sole	2021-02-09
2020-03-31	$28,676	1,070	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.