Soltis Investment Advisors LLC

Position in VTR — Ventas, Inc.

CIK 1802530 ST. GEORGE, UT

Position in VTR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$279,098

+$39,401 QoQ

Shares Held

3,143

+7.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#655

of 942 holders

Holding Since

Mar 2020

10 quarters on record

Voting authority Sole 68% Shared 0% None 32%

Real Estate · as of Jun 30, 2026

Soltis Investment Advisors LLC holds $1,170,498 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	2,362	$536,103
2	AHR	American Healthcare REIT, Inc.	6,813	$355,297
3	VTR	Ventas, Inc. This page	3,143	$279,098

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$279,098	3,143	+7.2%	Shares	Sole	2026-07-31
2026-03-31	$239,697	2,931	-10.5%	Shares	Sole	2026-04-27
2025-12-31	$253,496	3,276	-85.3%	Shares	Sole	2026-04-02
2021-09-30	$1,227,263	22,229	-40.8%	Shares	Sole	2021-11-09
2021-06-30	$2,144,676	37,560	+11.4%	Shares	Sole	2021-08-04
2021-03-31	$1,799,051	33,728	-2.1%	Shares	Sole	2021-05-11
2020-12-31	$1,689,378	34,449	+15.0%	Shares	Sole	2021-02-10
2020-09-30	$1,256,576	29,947	+25.8%	Shares	Sole	2020-10-28
2020-06-30	$871,812	23,807	+131.5%	Shares	Sole	2020-08-12
2020-03-31	$275,664	10,286	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.