Mowery & Schoenfeld Wealth Management, LLC
Position in VTR — Ventas, Inc.
CIK 2019946
LINCOLNSHIRE, IL
Position in VTR
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$5,061
+$400 QoQ
Shares Held
57
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#863
of 941 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Mowery & Schoenfeld Wealth Management, LLC holds $21,629 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (23.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
73 | $16,568 | |
| 2 | VTR |
Ventas, Inc.
This page
|
57 | $5,061 |
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,061 | 57 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $4,661 | 57 | Shares | Sole | 2026-05-01 | |
| 2025-12-31 | $11,220 | 145 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $3,989 | 57 | Shares | Sole | 2025-10-27 | |
| 2025-06-30 | $3,599 | 57 | Shares | Sole | 2025-07-28 | |
| 2025-03-31 | $3,919 | 57 | Shares | Sole | 2025-05-05 | |
| 2024-12-31 | $3,827 | 65 | Shares | Sole | 2025-02-10 | |
| No filing history on record for this holder in this stock. | ||||||