ROTHSCHILD INVESTMENT LLC

Position in VTR — Ventas, Inc.

CIK 85338 CHICAGO, IL

Position in VTR

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$3,556,173

+$513,221 QoQ

Shares Held

40,047

+7.6% QoQ

Ownership

0.008%

of shares outstanding

% of Portfolio

0.17%

of 13F equity value

Holder Rank

#295

of 925 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Real Estate · as of Jun 30, 2026

ROTHSCHILD INVESTMENT LLC holds $5,259,876 across 17 REIT - Healthcare Facilities names. VTR ranks #1 (67.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	VTR	Ventas, Inc. This page	40,047	$3,556,173
2	HR	Healthcare Realty Trust Inc	28,742	$579,726
3	WELL	Welltower Inc.	1,755	$398,332
4	MPT	Medical Properties Trust Inc	48,992	$226,343
5	UHT	Universal Health Realty Income Trust	5,059	$221,887
6	DOC	Healthpeak Properties, Inc.	5,121	$109,589
7	CTRE	CareTrust REIT, Inc.	1,682	$67,868
8	OHI	Omega Healthcare Investors Inc	801	$38,191

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,556,173	40,047	+7.6%	Shares	Sole	2026-08-06
2026-03-31	$3,042,952	37,209	+1.3%	Shares	Sole	2026-05-07
2025-12-31	$2,841,857	36,726	-5.3%	Shares	Sole	2026-02-10
2025-09-30	$2,713,442	38,769	+2.5%	Shares	Sole	2025-11-07
2025-06-30	$2,387,827	37,812	-4.8%	Shares	Sole	2025-08-11
2025-03-31	$2,730,665	39,713	-14.1%	Shares	Sole	2025-04-08
2024-12-31	$2,723,132	46,241	-2.8%	Shares	Sole	2025-02-04
2024-09-30	$3,052,203	47,594	-3.1%	Shares	Sole	2024-10-18
2024-06-30	$2,518,096	49,124	-2.3%	Shares	Sole	2024-07-31
2024-03-31	$2,188,494	50,264	-0.1%	Shares	Sole	2024-07-31
2023-12-31	$2,507,400	50,309	—	Shares	Sole	2024-07-31
No filing history on record for this holder in this stock.