Private company
Who owns Atrium Health & Wake Forest Joint Venture
One company in the researched set discloses a stake in Atrium Health & Wake Forest Joint Venture, worth $38m between them. Atrium Health & Wake Forest Joint Venture is private, so no 13F reports it: a 13F covers exchange listed positions only. These figures exist because each holder disclosed the stake in its own filings.
Atrium Health & Wake Forest Joint Venture - Profile
- Type
- joint venture
- Based in
- United States
- Founded
- 2022
This venture develops and owns the Pearl Project, a roughly 637,000 square foot research, laboratory, medical and academic development in the Pearl innovation district on Charlotte's Brooklyn site in North Carolina. It brings together the non profit health system Atrium Health, which anchors the buildings as the main tenant, the university science developer Wexford Science & Technology, and a real estate investor supplying capital, with the project about 70 percent pre leased at announcement to Atrium Health and Wake Forest University School of Medicine. The complex houses the Charlotte campus of Wake Forest University School of Medicine, the city's first four year medical school, alongside laboratory and office space and the North American headquarters of IRCAD, a surgical and robotics training institute.
Source
Atrium Health & Wake Forest Joint Venture files nothing with the SEC, so none of this comes from a filer record. The description was written for this site in August 2026 from Ventas second quarter 2022 results, Exhibit 99.1 (SEC EDGAR), The Pearl Launches in Charlotte as a Blueprint for Health Care Transformation (Atrium Health newsroom) and The Pearl Innovation District Master Plan (Ayers Saint Gross). The ownership figures below come from the holders' filings instead, and are sourced row by row.
The disclosed stakes
One row per position. Where a holder reports the same company in two share classes, both rows are shown rather than summed, because the class is part of a position's identity.
Where each figure comes from
A private stake has no ownership form behind it, so the source is always the holder's own filing or disclosure. Anything modelled says so, with the arithmetic.
- Ventas, Inc., as of 30 Jun 2026. 10-Q Note 7 table: Atrium Health & Wake Forest Joint Venture, ownership 51.0% (unchanged from 31 Dec 2025), carrying amount $37,900 thousand = $37,900,000 (down from $39,809,000 at 31 Dec 2025). Life-science/medical research real estate joint venture with Atrium Health and Wake Forest University School of Medicine (both named as the venture's namesake partners in the filing's own label); Ventas does not consolidate despite the 51% stake because it lacks control per the venture's governance terms. source
What this page is not
It is not a complete register. It lists the holders who happen to be inside the researched set and disclosed the stake themselves. A private company can have many other shareholders, and nothing here rules them out: venture investors, founders and employees usually appear in no public filing at all. Percentages are of Atrium Health & Wake Forest Joint Venture where a holder stated one, and are missing where no holder did.