13F

Position

Basepoint Wealth LLC in Ventas, Inc.

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Estimated mark uses implied 13F prices (value ÷ shares). Adds are treated as happening at this quarter’s mark; cuts at last quarter’s. Share jumps can be splits, not buys. This is not realized P&L.

Latest estimated mark $144$78.16$82.81

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 202531$2.42K0.0%
Q1 202631$2.57K$82.81$144−$00.0%