Bullock Wealth Management Group

Position in VTR — Ventas, Inc.

CIK 2067581 BLOOMINGTON, IN

Position in VTR

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$223,420

New position

Shares Held

2,516

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#698

of 942 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

Bullock Wealth Management Group holds $642,868 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (34.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	1,844	$418,532
2	VTR	Ventas, Inc. This page	2,516	$223,420
3	SBRA	Sabra Health Care REIT, Inc.	47	$916

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$223,420	2,516	—	Shares	Sole	2026-08-19
No filing history on record for this holder in this stock.