13F

Position

CreativeOne 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 $16.9K$77.38$81.78

QuarterSharesValueImplied pxEst. markFlowWeight
Q4 20253.84K$297.4K0.0%
Q1 20264.15K$339.6K$81.78$16.9K$25.4K0.0%