Naviter Wealth, LLC

Position in VTR — Ventas, Inc.

CIK 1855567 LITTLE ROCK, AR

Position in VTR

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$3,893,968

+$983,091 QoQ

Shares Held

43,851

+23.2% QoQ

Ownership

0.009%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#290

of 942 holders

Holding Since

Jun 2022

17 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

Naviter Wealth, LLC holds $19,411,093 across 4 REIT - Healthcare Facilities names. VTR ranks #2 (20.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	61,832	$14,034,009
2	VTR	Ventas, Inc. This page	43,851	$3,893,968
3	OHI	Omega Healthcare Investors Inc	15,763	$751,579
4	DOC	Healthpeak Properties, Inc.	34,184	$731,537

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,893,968	43,851	+23.2%	Shares	Sole	2026-08-07
2026-03-31	$2,910,877	35,594	+11.7%	Shares	Sole	2026-04-10
2025-12-31	$2,464,785	31,853	-9.8%	Shares	Sole	2026-01-21
2025-09-30	$2,470,926	35,304	+6.2%	Shares	Sole	2025-11-06
2025-06-30	$2,098,979	33,238	+10.2%	Shares	Sole	2025-07-28
2025-03-31	$2,074,420	30,169	+0.7%	Shares	Sole	2025-04-25
2024-12-31	$1,764,874	29,969	+10.3%	Shares	Sole	2025-02-07
2024-09-30	$1,742,861	27,177	-6.3%	Shares	Sole	2024-10-16
2024-06-30	$1,486,129	28,992	+4.4%	Shares	Sole	2024-08-02
2024-03-31	$1,208,757	27,762	+3.7%	Shares	Sole	2024-04-18
2023-12-31	$1,333,917	26,764	+13.6%	Shares	Sole	2024-02-05
2023-09-30	$992,624	23,561	+16.1%	Shares	Sole	2023-11-14
2023-06-30	$958,966	20,287	+17.3%	Shares	Sole	2023-07-20
2023-03-31	$749,738	17,295	+13.7%	Shares	Sole	2023-04-12
2022-12-31	$685,255	15,211	+27.9%	Shares	Sole	2023-01-31
2022-09-30	$477,581	11,889	+136.5%	Shares	Sole	2022-10-27
2022-06-30	$258,487	5,026	—	Shares	Sole	2022-07-18
No filing history on record for this holder in this stock.