ELEVATION WEALTH PARTNERS, LLC

Position in VTR — Ventas, Inc.

CIK 1976256 WALNUT CREEK, CA

Position in VTR

as of Jun 30, 2026 · filed Jul 8, 2026 Compact

Position Value

$6,216

+$4,254 QoQ

Shares Held

+191.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#852

of 941 holders

Holding Since

Dec 2023

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ELEVATION WEALTH PARTNERS, LLC holds $69,310 across 5 REIT - Healthcare Facilities names. VTR ranks #3 (9.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	OHI	Omega Healthcare Investors Inc	924	$44,056
2	WELL	Welltower Inc.	51	$11,575
3	VTR	Ventas, Inc. This page	70	$6,216
4	HR	Healthcare Realty Trust Inc	213	$4,296
5	DOC	Healthpeak Properties, Inc.	148	$3,167

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,216	70	+191.7%	Shares	Sole	2026-07-08
2026-03-31	$1,962	24	0.0%	Shares	Sole	2026-04-14
2025-12-31	$1,857	24	-90.4%	Shares	Sole	2026-01-09
2023-12-31	$12,460	250	—	Shares	Sole	2024-01-17
No filing history on record for this holder in this stock.