AFC
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Ares Financial Consulting’s Ventas VTR Stock Holding History

Ares Financial Consulting’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 		$21.1K Hold
238
– – 0.02% 406
2026
Q1 		$19.5K Buy
238
+177
+290% +$14.5K 0.02% 402
2025
Q4 		$4.72K Buy
+61
New +$4.6K ﹤0.01% 497

Other funds holding VTR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 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
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

Ares Financial Consulting's VTR Position: Q2 2026 in Review

Ares Financial Consulting held its Ventas (VTR) position steady in Q2 2026 at 238 shares worth $21.1K. The position accounts for 0.02% of the portfolio, ranked #406.

Ares Financial Consulting first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 458 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Ares Financial Consulting held 238 shares of Ventas worth $21.1K as of Q2 2026.
  • Ares Financial Consulting left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.02% of Ares Financial Consulting's portfolio in Q2 2026, its #406 holding.
  • Ares Financial Consulting first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 458 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Ares Financial Consulting's 13F filing for Q2 2026, filed 9 Jul 2026.