BFS
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Bare Financial Services’s Ventas VTR Stock Holding History

Bare Financial Services’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 		$11.2K Buy
126
+59
+88% +$5.03K ﹤0.01% 541
2026
Q1 		$5.48K Buy
67
+40
+148% +$3.27K ﹤0.01% 609
2025
Q4 		$2.09K Hold
27
– – ﹤0.01% 851
2025
Q3 		$1.89K Buy
+27
New +$1.81K ﹤0.01% 828

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

Bare Financial Services's VTR Position: Q2 2026 in Review

Bare Financial Services increased its Ventas (VTR) stake by 88% in Q2 2026, buying an estimated $5.03K and bringing the position to 126 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #541.

Bare Financial Services first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Bare Financial Services held 126 shares of Ventas worth $11.2K as of Q2 2026.
  • Bare Financial Services bought 59 Ventas shares in Q2 2026, an estimated $5.03K.
  • Ventas made up ﹤0.01% of Bare Financial Services's portfolio in Q2 2026, its #541 holding.
  • Bare Financial Services first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.