Position in VTR
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,930
-$41,394 QoQ
Shares Held
33
-93.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.02%
of 13F equity value
Holder Rank
#879
of 939 holders
Holding Since
Sep 2024
3 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Ascentis Independent Advisors holds $2,930 across 1 REIT - Healthcare Facilities name. VTR ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | VTR |
Ventas, Inc.
This page
|
33 | $2,930 |
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,930 | 33 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $44,324 | 542 | Shares | Sole | 2026-04-28 | |
| 2024-09-30 | $6,411 | 100 | Shares | Sole | 2024-10-29 | |
| No filing history on record for this holder in this stock. | ||||||