BELLEVUE ASSET MANAGEMENT, LLC

Position in VTR — Ventas, Inc.

CIK 1801619 BELLEVUE, WA

Position in VTR

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

Position Value

$21,134

+$1,834 QoQ

Shares Held

238

+0.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#798

of 941 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

BELLEVUE ASSET MANAGEMENT, LLC holds $73,126 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (28.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	174	$39,492
2	VTR	Ventas, Inc. This page	238	$21,134
3	DOC	Healthpeak Properties, Inc.	500	$10,700
4	XRN	Chiron Real Estate Inc.	48	$1,800

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$21,134	238	+0.8%	Shares	Sole	2026-08-04
2026-03-31	$19,300	236	+0.4%	Shares	Sole	2026-04-24
2025-12-31	$18,184	235	+0.9%	Shares	Sole	2026-01-23
2025-09-30	$16,307	233	+0.9%	Shares	Sole	2025-11-04
2025-06-30	$14,587	231	+0.4%	Shares	Sole	2025-07-23
2025-03-31	$15,814	230	-39.2%	Shares	Sole	2025-04-28
2024-12-31	$22,260	378	+0.5%	Shares	Sole	2025-02-06
2024-09-30	$24,112	376	+0.3%	Shares	Sole	2024-10-25
2024-06-30	$19,222	375	-37.5%	Shares	Sole	2024-07-31
2024-03-31	$26,124	600	0.0%	Shares	Sole	2024-04-26
2023-12-31	$29,904	600	0.0%	Shares	Sole	2024-02-06
2023-09-30	$25,278	600	0.0%	Shares	Sole	2023-10-25
2023-06-30	$28,362	600	0.0%	Shares	Sole	2023-07-31
2023-03-31	$26,010	600	0.0%	Shares	Sole	2023-05-09
2022-12-31	$27,030	600	-29.4%	Shares	Sole	2023-01-23
2022-09-30	$34,144	850	0.0%	Shares	Sole	2022-11-07
2022-06-30	$43,715	850	-45.2%	Shares	Sole	2022-08-12
2022-03-31	$95,728	1,550	0.0%	Shares	Sole	2022-05-11
2021-12-31	$79,236	1,550	-6.1%	Shares	Sole	2022-02-03
2021-09-30	$91,096	1,650	0.0%	Shares	Sole	2021-11-05
2021-06-30	$94,215	1,650	0.0%	Shares	Sole	2021-08-09
2021-03-31	$88,011	1,650	-8.3%	Shares	Sole	2021-05-12
2020-12-31	$88,272	1,800	-14.3%	Shares	Sole	2021-02-11
2020-09-30	$88,116	2,100	0.0%	Shares	Sole	2020-11-12
2020-06-30	$76,902	2,100	0.0%	Shares	Sole	2020-07-31
2020-03-31	$56,280	2,100	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.