EVOLVE PRIVATE WEALTH, LLC

Position in VTR — Ventas, Inc.

CIK 2111131 LOS ANGELES, CA

Position in VTR

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$325,807

-$276,666 QoQ

Shares Held

3,669

-50.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#627

of 942 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 95% Shared 0% None 5%

Real Estate · as of Jun 30, 2026

EVOLVE PRIVATE WEALTH, LLC holds $1,778,200 across 5 REIT - Healthcare Facilities names. VTR ranks #2 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	AHR	American Healthcare REIT, Inc.	15,042	$784,440
2	VTR	Ventas, Inc. This page	3,669	$325,807
3	HR	Healthcare Realty Trust Inc	14,302	$288,471
4	OHI	Omega Healthcare Investors Inc	4,580	$218,374
5	MPT	Medical Properties Trust Inc	34,872	$161,108

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$325,807	3,669	-50.2%	Shares	Defined	2026-08-12
2026-03-31	$602,473	7,367	-11.5%	Shares	Sole	2026-04-16
2025-12-31	$644,033	8,323	—	Shares	Defined	2026-02-17
No filing history on record for this holder in this stock.