RMG Wealth Management LLC

Position in VTR — Ventas, Inc.

CIK 1844731 PLATTEVILLE, WI

Position in VTR

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,930

+$232 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#883

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

RMG Wealth Management LLC holds $8,541 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	13	$2,950
2	VTR	Ventas, Inc. This page	33	$2,930
3	MPT	Medical Properties Trust Inc	576	$2,661

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,930	33	0.0%	Shares	Sole	2026-08-13
2026-03-31	$2,698	33	0.0%	Shares	Sole	2026-05-14
2025-12-31	$2,553	33	—	Shares	Sole	2026-01-29
No filing history on record for this holder in this stock.