LRI Investments, LLC

Position in VTR — Ventas, Inc.

CIK 2023325 PALM BEACH GARDENS, FL

Position in VTR

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$532

+$42 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#925

of 942 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

LRI Investments, LLC holds $1,078,491 across 5 REIT - Healthcare Facilities names. VTR ranks #5 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	3,995	$906,744
2	DOC	Healthpeak Properties, Inc.	5,893	$126,110
3	SILA	Sila Realty Trust, Inc.	1,437	$43,627
4	OHI	Omega Healthcare Investors Inc	31	$1,478
5	VTR	Ventas, Inc. This page	6	$532

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$532	6	0.0%	Shares	Sole	2026-07-14
2026-03-31	$490	6	—	Shares	Sole	2026-04-30
No filing history on record for this holder in this stock.