Position
Simplicity Wealth,LLC in Ventas, Inc.
Back to the book · All holders of VTR
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 $17.2K$77.38 → $81.79
| Quarter | Shares | Value | Implied px | Est. mark | Flow | Weight |
|---|---|---|---|---|---|---|
| Q4 2025 | 3.91K | $302.7K | — | — | — | 0.0% |
| Q1 2026 | 4.51K | $368.7K | $81.79 | $17.2K | $48.7K | 0.0% |