QTR Family Wealth, LLC

Position in VTR — Ventas, Inc.

CIK 2067954 LAKE MARY, FL

Position in VTR

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$244,644

+$18,686 QoQ

Shares Held

2,755

-0.3% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#681

of 942 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 6% Shared 0% None 94%

Real Estate · as of Jun 30, 2026

QTR Family Wealth, LLC holds $888,012 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (27.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	2,580	$585,582
2	VTR	Ventas, Inc. This page	2,755	$244,644
3	MPT	Medical Properties Trust Inc	12,508	$57,786

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$244,644	2,755	-0.3%	Shares	Sole	2026-07-27
2026-03-31	$225,958	2,763	0.0%	Shares	Sole	2026-04-16
2025-12-31	$213,800	2,763	—	Shares	Sole	2026-02-13
No filing history on record for this holder in this stock.