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WFA of San Diego, LLC

Position in VTR — Ventas, Inc.

CIK 1821407 SAN DIEGO, CA

Position in VTR

as of Mar 31, 2026 · filed May 11, 2026
Position Value
$94,864
+$5,104 QoQ
Shares Held
1,160
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.16%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Jun 2020
13 quarters on record
Voting authority Sole 0% Shared 0% None 100%

Common Shares in VTR Over Time

Shares Held

Position Value (USD)

All Filings in VTR

Export CSV
13 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $94,864 1,160
2025-12-31 $89,760 1,160
2025-09-30 $81,188 1,160
2025-06-30 $73,254 1,160
2024-09-30 $94,271 1,470
2024-06-30 $75,352 1,470
2023-09-30 $61,931 1,470
2023-06-30 $69,486 1,470
2022-12-31 $70,728 1,570
2022-06-30 $75,602 1,470
2020-12-31 $49,000 12,540
2020-09-30 $553,872 13,200
2020-06-30 $483,567 13,205