PINNACLE ASSOCIATES LTD

Position in VTR — Ventas, Inc.

CIK 743127 NEW YORK, NY

Position in VTR

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$512,198

+$64,780 QoQ

Shares Held

5,768

+5.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#550

of 942 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Real Estate · as of Jun 30, 2026

PINNACLE ASSOCIATES LTD holds $12,410,488 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (4.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	51,177	$11,615,643
2	VTR	Ventas, Inc. This page	5,768	$512,198
3	OHI	Omega Healthcare Investors Inc	5,928	$282,647

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$512,198	5,768	+5.4%	Shares	Sole	2026-08-03
2026-03-31	$447,418	5,471	+3.2%	Shares	Sole	2026-04-22
2025-12-31	$410,268	5,302	-91.2%	Shares	Sole	2026-02-05
2021-06-30	$3,449,753	60,416	-0.2%	Shares	Sole	2021-08-02
2021-03-31	$3,230,590	60,566	+7.9%	Shares	Sole	2021-05-12
2020-12-31	$2,753,203	56,142	+6.6%	Shares	Sole	2021-01-26
2020-09-30	$2,209,277	52,652	-1.6%	Shares	Sole	2020-10-23
2020-06-30	$1,959,646	53,513	-24.1%	Shares	Sole	2020-08-14
2020-03-31	$1,889,426	70,501	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.