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Arax Advisory Partners’s Ventas VTR Stock Holding History

Arax Advisory Partners’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 		$2.26M Buy
25,503
+21,859
+600% +$1.86M 0.02% 797
2026
Q1 		$300K Buy
3,644
+1,581
+77% +$129K 0.01% 878
2025
Q4 		$160K Sell
2,063
-22,721
-92% -$1.71M ﹤0.01% 1133
2025
Q3 		$1.73M Buy
24,784
+24,088
+3,461% +$1.62M 0.02% 503
2025
Q2 		$43.9K Buy
696
+276
+66% +$18K ﹤0.01% 1294
2025
Q1 		$28.9K Sell
420
-389
-48% -$24.8K ﹤0.01% 1151
2024
Q4 		$47.7K Buy
809
+738
+1,039% +$46.4K ﹤0.01% 924
2024
Q3 		$4.57K Sell
71
-21
-23% -$1.23K ﹤0.01% 1755
2024
Q2 		$4.72K Buy
+92
New +$4.31K ﹤0.01% 1622
2024
Q1 		– Sell
-22
Closed -$1.1K – 1400
2023
Q4 		$1.1K Sell
22
-38
-63% -$1.7K ﹤0.01% 1128
2023
Q3 		$2.53K Buy
60
+23
+62% +$1.04K ﹤0.01% 976
2023
Q2 		$1.75K Buy
37
+14
+61% +$635 ﹤0.01% 1026
2023
Q1 		$1.01K Hold
23
– – ﹤0.01% 1101
2022
Q4 		$1.04K Buy
+23
New +$970 ﹤0.01% 1064
2022
Q3 		– Sell
-29
Closed -$1K – 1267
2022
Q2 		$1K Sell
29
-36
-55% -$2.02K ﹤0.01% 1134
2022
Q1 		$4K Buy
65
+55
+550% +$3K ﹤0.01% 851
2021
Q4 		$1K Hold
10
– – ﹤0.01% 1105
2021
Q3 		$1K Buy
+10
New +$573 ﹤0.01% 953
2018
Q3 		– Sell
-665
Closed -$37K – 739
2018
Q2 		$37K Buy
665
+59
+10% +$3.09K 0.02% 243
2018
Q1 		$30K Buy
606
+582
+2,425% +$30.5K 0.02% 249
2017
Q4 		$1K Sell
24
-171
-88% -$10.8K ﹤0.01% 459
2017
Q3 		$12K Buy
195
+171
+713% +$11.5K 0.01% 315
2017
Q2 		$2K Hold
24
– – ﹤0.01% 473
2017
Q1 		$1K Hold
24
– – ﹤0.01% 522
2016
Q4 		$2K Buy
+24
New +$1.52K ﹤0.01% 494

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

Arax Advisory Partners's VTR Position: Q2 2026 in Review

Arax Advisory Partners increased its Ventas (VTR) stake by 600% in Q2 2026, buying an estimated $1.86M and bringing the position to 25,503 shares worth $2.26M. The position accounts for 0.02% of the portfolio, ranked #797.

Arax Advisory Partners first reported a position in VTR in Q4 2016 and has held it in 25 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Arax Advisory Partners held 25,503 shares of Ventas worth $2.26M as of Q2 2026.
  • Arax Advisory Partners bought 21,859 Ventas shares in Q2 2026, an estimated $1.86M.
  • Ventas made up 0.02% of Arax Advisory Partners's portfolio in Q2 2026, its #797 holding.
  • Arax Advisory Partners first reported a position in Ventas in Q4 2016 and has held it in 25 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Arax Advisory Partners's 13F filing for Q2 2026, filed 10 Aug 2026.