PDS Planning, Inc

Position in VTR — Ventas, Inc.

CIK 838618 DUBLIN, OH

Position in VTR

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$201,398

New position

Shares Held

2,268

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#712

of 941 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

PDS Planning, Inc holds $1,366,359 across 3 REIT - Healthcare Facilities names. VTR ranks #2 (14.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WELL	Welltower Inc.	4,748	$1,077,653
2	VTR	Ventas, Inc. This page	2,268	$201,398
3	MPT	Medical Properties Trust Inc	18,898	$87,308

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$201,398	2,268	—	Shares	Sole	2026-08-05
No filing history on record for this holder in this stock.