AWM
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Aprio Wealth Management’s Ventas VTR Stock Holding History

Aprio Wealth Management’s Portfolio VTR Stock Details VTR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$373K Buy
4,196
+226
+6% +$19.3K 0.02% 457
2026
Q1 		$325K Buy
3,970
+340
+9% +$27.8K 0.02% 462
2025
Q4 		$281K Buy
+3,630
New +$274K 0.02% 451

Other funds holding VTR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Aprio Wealth Management's VTR Position: Q2 2026 in Review

Aprio Wealth Management increased its Ventas (VTR) stake by 5.7% in Q2 2026, buying an estimated $19.3K and bringing the position to 4,196 shares worth $373K. The position accounts for 0.02% of the portfolio, ranked #457.

Aprio Wealth Management first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Aprio Wealth Management held 4,196 shares of Ventas worth $373K as of Q2 2026.
  • Aprio Wealth Management bought 226 Ventas shares in Q2 2026, an estimated $19.3K.
  • Ventas made up 0.02% of Aprio Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Aprio Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.