Aprio Wealth Management, LLC

Position in VTR — Ventas, Inc.

CIK 1803519 ATLANTA, GA

Position in VTR

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$372,604

+$47,938 QoQ

Shares Held

4,196

+5.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#603

of 942 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Aprio Wealth Management, LLC holds $1,903,561 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	5,611	$1,273,528
2	VTR	Ventas, Inc. This page	4,196	$372,604
3	HR	Healthcare Realty Trust Inc	12,763	$257,429

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$372,604	4,196	+5.7%	Shares	Sole	2026-07-24
2026-03-31	$324,666	3,970	+9.4%	Shares	Sole	2026-05-11
2025-12-31	$280,889	3,630	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.