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Root Financial Partners, LLC

Position in VTR — Ventas, Inc.

CIK 1977181 ENCINITAS, CA

Position in VTR

as of Mar 31, 2026 · filed Apr 24, 2026
Position Value
$98,136
+$87,226 QoQ
Shares Held
1,200
+751.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.03%
of 13F equity value
Holder Rank
not a current holder
Holding Since
Sep 2025
3 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in VTR Over Time

Shares Held

Position Value (USD)

All Filings in VTR

Export CSV
3 filing rows on record
Report Date Value (USD) Shares
2026-03-31 $98,136 1,200
2025-12-31 $10,910 141
2025-09-30 $9,588 137