PlanVest Financial, Inc

Position in VTR — Ventas, Inc.

CIK 2135239 GAITHERSBURG, MD

Position in VTR

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$35,520

+$2,808 QoQ

Shares Held

400

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#777

of 941 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PlanVest Financial, Inc holds $751,547 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (4.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	3,073	$697,478
2	VTR	Ventas, Inc. This page	400	$35,520
3	SILA	Sila Realty Trust, Inc.	611	$18,549

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$35,520	400	0.0%	Shares	Sole	2026-08-10
2026-03-31	$32,712	400	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.