FIDELIS CAPITAL PARTNERS, LLC

Position in VTR — Ventas, Inc.

CIK 1962755 TAMPA, FL

Position in VTR

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

Position Value

$231,057

+$20,474 QoQ

Shares Held

2,602

+1.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#691

of 942 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 97% Shared 0% None 3%

Real Estate · as of Jun 30, 2026

FIDELIS CAPITAL PARTNERS, LLC holds $1,771,254 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (13.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	4,558	$1,034,529
2	DHC	Diversified Healthcare Trust	54,373	$505,668
3	VTR	Ventas, Inc. This page	2,602	$231,057

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$231,057	2,602	+1.0%	Shares	Sole	2026-08-13
2026-03-31	$210,583	2,575	—	Shares	Sole	2026-05-06
No filing history on record for this holder in this stock.