AFG
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Atomi Financial Group’s Ventas VTR Stock Holding History

Atomi Financial Group’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 		$515K Buy
5,798
+463
+9% +$39.5K 0.01% 752
2026
Q1 		$436K Sell
5,335
-202
-4% -$16.5K 0.01% 767
2025
Q4 		$428K Buy
5,537
+442
+9% +$33.3K 0.01% 767
2025
Q3 		$357K Buy
5,095
+272
+6% +$18.3K 0.01% 792
2025
Q2 		$305K Sell
4,823
-509
-10% -$33.2K 0.01% 808
2025
Q1 		$367K Buy
5,332
+637
+14% +$40.7K 0.02% 675
2024
Q4 		$277K Buy
4,695
+499
+12% +$31.4K 0.01% 764
2024
Q3 		$269K Buy
+4,196
New +$245K 0.02% 717

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

Atomi Financial Group's VTR Position: Q2 2026 in Review

Atomi Financial Group increased its Ventas (VTR) stake by 8.7% in Q2 2026, buying an estimated $39.5K and bringing the position to 5,798 shares worth $515K. The position accounts for 0.01% of the portfolio, ranked #752.

Atomi Financial Group first reported a position in VTR in Q3 2024 and has held it in 8 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Atomi Financial Group held 5,798 shares of Ventas worth $515K as of Q2 2026.
  • Atomi Financial Group bought 463 Ventas shares in Q2 2026, an estimated $39.5K.
  • Ventas made up 0.01% of Atomi Financial Group's portfolio in Q2 2026, its #752 holding.
  • Atomi Financial Group first reported a position in Ventas in Q3 2024 and has held it in 8 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.