Legacy Wealth Asset Management, LLC

Position in VTR — Ventas, Inc.

CIK 1846151 WOODBURY, MN

Position in VTR

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$515,128

+$16,761 QoQ

Shares Held

5,801

-4.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#546

of 941 holders

Holding Since

Dec 2020

22 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Legacy Wealth Asset Management, LLC holds $3,057,650 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (16.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	27,811	$1,450,343
2	WELL	Welltower Inc.	4,812	$1,092,179
3	VTR	Ventas, Inc. This page	5,801	$515,128

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$515,128	5,801	-4.8%	Shares	Sole	2026-07-09
2026-03-31	$498,367	6,094	+0.3%	Shares	Sole	2026-04-08
2025-12-31	$470,160	6,076	+1.6%	Shares	Sole	2026-01-12
2025-09-30	$418,540	5,980	+37.9%	Shares	Sole	2025-10-14
2025-06-30	$273,755	4,335	+3.8%	Shares	Sole	2025-07-30
2025-03-31	$287,210	4,177	+2.8%	Shares	Sole	2025-04-09
2024-12-31	$239,211	4,062	+0.7%	Shares	Sole	2025-01-15
2024-09-30	$258,700	4,034	-60.9%	Shares	Sole	2024-10-23
2024-03-31	$449,289	10,319	+2.3%	Shares	Sole	2024-04-19
2023-12-31	$502,785	10,088	+1.4%	Shares	Sole	2024-01-10
2023-09-30	$419,109	9,948	+0.0%	Shares	Sole	2023-11-01
2023-06-30	$470,147	9,946	+4.2%	Shares	Sole	2023-08-04
2023-03-31	$413,905	9,548	-2.1%	Shares	Sole	2023-04-24
2022-12-31	$439,462	9,755	-1.8%	Shares	Sole	2023-02-02
2022-09-30	$398,928	9,931	-1.6%	Shares	Sole	2022-10-14
2022-06-30	$519,185	10,095	+18.1%	Shares	Sole	2022-07-19
2022-03-31	$528,109	8,551	-15.0%	Shares	Sole	2022-05-12
2021-12-31	$514,318	10,061	+0.6%	Shares	Sole	2022-02-10
2021-09-30	$551,989	9,998	-1.1%	Shares	Sole	2021-10-19
2021-06-30	$577,395	10,112	-7.2%	Shares	Sole	2021-07-14
2021-03-31	$581,406	10,900	-0.4%	Shares	Sole	2021-04-20
2020-12-31	$536,497	10,940	—	Shares	Sole	2021-03-25
No filing history on record for this holder in this stock.