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Aptus Capital Advisors’s Ventas VTR Stock Holding History

Aptus Capital Advisors’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 		$1.45M Buy
16,335
+3,978
+32% +$339K 0.01% 558
2026
Q1 		$1.01M Buy
12,357
+1,940
+19% +$159K 0.01% 586
2025
Q4 		$806K Buy
10,417
+1,821
+21% +$137K 0.01% 624
2025
Q3 		$602K Buy
+8,596
New +$578K ﹤0.01% 660

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Aptus Capital Advisors's VTR Position: Q2 2026 in Review

Aptus Capital Advisors increased its Ventas (VTR) stake by 32% in Q2 2026, buying an estimated $339K and bringing the position to 16,335 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #558.

Aptus Capital Advisors first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Aptus Capital Advisors held 16,335 shares of Ventas worth $1.45M as of Q2 2026.
  • Aptus Capital Advisors bought 3,978 Ventas shares in Q2 2026, an estimated $339K.
  • Ventas made up 0.01% of Aptus Capital Advisors's portfolio in Q2 2026, its #558 holding.
  • Aptus Capital Advisors first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.