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United Asset Strategies, Inc. → VTR

United Asset Strategies, Inc. VTR Position History

Ventas, Inc. • Real Estate

Quarters held
4
Latest value
$6M
Q3 2026
Peak value
$6.3M
First seen
Q4 2025

Dollar value over time

Show data table
PeriodPosition value
Q4 2025$5.5M
Q1 2026$5.8M
Q2 2026$6.3M
Q3 2026$6M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$6M70.6K——
Q2 2026$6.3M70.8K——
Q1 2026$5.8M71.4K——
Q4 2025$5.5M71.5K——

Other funds holding VTR

Other United Asset Strategies, Inc. positions

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AAPL

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GOOGN

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MSFT

MICROSOFT CORP

$65.6M