LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA
Position in VTR — Ventas, Inc.
CIK 932974
BOSTON, MA
Position in VTR
as of Jun 30, 2026
· filed Jul 30, 2026
Position Value
$44,400
+$3,510 QoQ
Shares Held
500
0.0% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#768
of 942 holders
Holding Since
Dec 2020
22 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in VTR Over Time
Shares Held
Position Value (USD)
Position in REIT - Healthcare Facilities
Real Estate · as of Jun 30, 2026LORING WOLCOTT & COOLIDGE FIDUCIARY ADVISORS LLP/MA holds $528,300 across 2 REIT - Healthcare Facilities names. VTR ranks #2 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WELL |
Welltower Inc.
|
2,132 | $483,900 | |
| 2 | VTR |
Ventas, Inc.
This page
|
500 | $44,400 |
All Filings in VTR
Export CSV
22 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $44,400 | 500 | Shares | Sole | 2026-07-30 | |
| 2026-03-31 | $40,890 | 500 | Shares | Sole | 2026-04-13 | |
| 2025-12-31 | $38,690 | 500 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $34,995 | 500 | Shares | Sole | 2025-10-24 | |
| 2025-06-30 | $31,575 | 500 | Shares | Sole | 2025-07-30 | |
| 2025-03-31 | $34,380 | 500 | Shares | Sole | 2025-04-24 | |
| 2024-12-31 | $29,445 | 500 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $32,065 | 500 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $25,630 | 500 | Shares | Sole | 2024-07-17 | |
| 2024-03-31 | $21,770 | 500 | Shares | Sole | 2024-04-23 | |
| 2023-12-31 | $24,920 | 500 | Shares | Sole | 2024-02-01 | |
| 2023-09-30 | $21,065 | 500 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 | $23,635 | 500 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $21,675 | 500 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $22,525 | 500 | Shares | Sole | 2023-03-02 | |
| 2022-09-30 | $20,085 | 500 | Shares | Sole | 2022-10-25 | |
| 2022-06-30 | $25,715 | 500 | Shares | Sole | 2022-07-26 | |
| 2022-03-31 | $30,880 | 500 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $25,560 | 500 | Shares | Sole | 2022-02-14 | |
| 2021-09-30 | $27,605 | 500 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $28,550 | 500 | Shares | Sole | 2021-08-13 | |
| 2020-12-31 | $24,520 | 500 | Shares | Sole | 2021-01-14 | |
| No filing history on record for this holder in this stock. | ||||||