Comprehensive Money Management Services LLC
Position in VTR — Ventas, Inc.
CIK 2058921
CORAL GABLES, FL
Position in VTR
as of Jun 30, 2026
· filed Aug 17, 2026
Position Value
$364,968
+$12,088 QoQ
Shares Held
4,110
-4.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.67%
of 13F equity value
Holder Rank
#606
of 942 holders
Holding Since
Dec 2024
7 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026Comprehensive Money Management Services LLC holds $2,340,861 across 5 REIT - Healthcare Facilities names. VTR ranks #4 (15.6% of the industry book) .
All Filings in VTR
Export CSV
7 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $364,968 | 4,110 | Shares | Sole | 2026-08-17 | |
| 2026-03-31 | $352,880 | 4,315 | Shares | Sole | 2026-04-23 | |
| 2025-12-31 | $331,960 | 4,290 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $300,257 | 4,290 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $270,913 | 4,290 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $294,980 | 4,290 | Shares | Sole | 2025-04-22 | |
| 2024-12-31 | $252,638 | 4,290 | Shares | Sole | 2025-03-04 | |
| No filing history on record for this holder in this stock. | ||||||