SAGESPRING WEALTH PARTNERS, LLC

Position in VTR — Ventas, Inc.

CIK 2056425 FRANKLIN, TN

Position in VTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$321,367

+$32,848 QoQ

Shares Held

3,619

+2.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#630

of 942 holders

Holding Since

Mar 2025

4 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $2,917,630 across 4 REIT - Healthcare Facilities names. VTR ranks #4 (11.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	7,338	$1,665,505
2	NHI	National Health Investors Inc	7,921	$604,055
3	OHI	Omega Healthcare Investors Inc	6,852	$326,703
4	VTR	Ventas, Inc. This page	3,619	$321,367

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$321,367	3,619	+2.6%	Shares	Sole	2026-08-03
2026-03-31	$288,519	3,528	+8.0%	Shares	Sole	2026-05-07
2025-12-31	$252,723	3,266	+4.9%	Shares	Sole	2026-01-07
2025-03-31	$214,118	3,114	—	Shares	Sole	2025-04-17
No filing history on record for this holder in this stock.