Synergy Investment Management, LLC

Position in VTR — Ventas, Inc.

CIK 2053786 ALTAMONTE SPRINGS, FL

Position in VTR

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

Position Value

$16,161

+$1,033 QoQ

Shares Held

182

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#808

of 939 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Synergy Investment Management, LLC holds $129,827 across 6 REIT - Healthcare Facilities names. VTR ranks #2 (12.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	HR	Healthcare Realty Trust Inc	4,506	$90,886
2	VTR	Ventas, Inc. This page	182	$16,161
3	WELL	Welltower Inc.	57	$12,937
4	LTC	Ltc Properties Inc	118	$4,537
5	DOC	Healthpeak Properties, Inc.	199	$4,258
6	OHI	Omega Healthcare Investors Inc	22	$1,048

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$16,161	182	-1.6%	Shares	Sole	2026-08-14
2026-03-31	$15,128	185	—	Shares	Sole	2026-05-15
No filing history on record for this holder in this stock.