Bruce G. Allen Investments, LLC

Position in VTR — Ventas, Inc.

CIK 2005409 DENVER, CO

Position in VTR

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$58,519

+$10,188 QoQ

Shares Held

659

+11.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#760

of 941 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

Bruce G. Allen Investments, LLC holds $297,915 across 5 REIT - Healthcare Facilities names. VTR ranks #3 (19.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DOC	Healthpeak Properties, Inc.	7,163	$153,288
2	WELL	Welltower Inc.	368	$83,524
3	VTR	Ventas, Inc. This page	659	$58,519
4	MPT	Medical Properties Trust Inc	494	$2,282
5	HR	Healthcare Realty Trust Inc	15	$302

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$58,519	659	+11.5%	Shares	Sole	2026-07-31
2026-03-31	$48,331	591	-3.3%	Shares	Sole	2026-05-08
2025-12-31	$47,279	611	-0.7%	Shares	Sole	2026-02-10
2025-09-30	$43,043	615	0.0%	Shares	Sole	2025-10-30
2025-06-30	$38,837	615	-0.6%	Shares	Sole	2025-07-09
2025-03-31	$42,562	619	-5.6%	Shares	Sole	2025-04-14
2024-12-31	$38,631	656	+8.8%	Shares	Sole	2025-01-10
2024-09-30	$38,670	603	+21.1%	Shares	Sole	2024-10-08
2024-06-30	$25,527	498	+4.6%	Shares	Sole	2024-07-12
2024-03-31	$20,725	476	-4.8%	Shares	Sole	2024-04-10
2023-12-31	$24,920	500	—	Shares	Sole	2024-01-11
No filing history on record for this holder in this stock.