PENSION & WEALTH MANAGEMENT ADVISORS, INC.
PensionPosition in VTR — Ventas, Inc.
CIK 2145782
WALTHAM, MA
Position in VTR
as of Jun 30, 2026
· filed Aug 7, 2026
Position Value
$3,463
+$274 QoQ
Shares Held
39
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#876
of 942 holders
Holding Since
Dec 2025
3 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026PENSION & WEALTH MANAGEMENT ADVISORS, INC. holds $841,394 across 3 REIT - Healthcare Facilities names. VTR ranks #3 (0.4% of the industry book) .
All Filings in VTR
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3 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $3,463 | 39 | Shares | Sole | 2026-08-07 | |
| 2026-03-31 | $3,189 | 39 | Shares | Sole | 2026-08-07 | |
| 2025-12-31 | $3,017 | 39 | Shares | Sole | 2026-08-07 | |
| No filing history on record for this holder in this stock. | ||||||