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Aspect Partners’s Ventas VTR Stock Holding History

Aspect 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 		$4.17K Hold
47
– – ﹤0.01% 446
2026
Q1 		$3.84K Buy
47
+25
+114% +$2.05K ﹤0.01% 399
2025
Q4 		$1.7K Buy
22
+6
+38% +$453 ﹤0.01% 562
2025
Q3 		$1.12K Buy
16
+7
+78% +$470 ﹤0.01% 644
2025
Q2 		$568 Hold
9
– – ﹤0.01% 556
2025
Q1 		$619 Hold
9
– – ﹤0.01% 530
2024
Q4 		$530 Hold
9
– – ﹤0.01% 555
2024
Q3 		$577 Hold
9
– – ﹤0.01% 510
2024
Q2 		$461 Buy
9
+2
+29% +$94 ﹤0.01% 533
2024
Q1 		$305 Sell
7
-8
-53% -$363 ﹤0.01% 535
2023
Q4 		$748 Buy
+15
New +$672 ﹤0.01% 490

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

Aspect Partners's VTR Position: Q2 2026 in Review

Aspect Partners held its Ventas (VTR) position steady in Q2 2026 at 47 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Aspect Partners first reported a position in VTR in Q4 2023 and has held it in 11 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Aspect Partners held 47 shares of Ventas worth $4.17K as of Q2 2026.
  • Aspect Partners left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Aspect Partners's portfolio in Q2 2026, its #446 holding.
  • Aspect Partners first reported a position in Ventas in Q4 2023 and has held it in 11 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Aspect Partners's 13F filing for Q2 2026, filed 16 Jul 2026.