Basecamp Wealth Advisors’s Ventas VTR Stock Holding History

Basecamp Wealth Advisors’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	$173K	Hold	1,943	–	–	0.03%	289
2026 Q1	$159K	Hold	1,943	–	–	0.03%	298
2025 Q4	$150K	Buy	+1,943	New	+$147K	0.03%	295

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Basecamp Wealth Advisors's VTR Position: Q2 2026 in Review

Basecamp Wealth Advisors held its Ventas (VTR) position steady in Q2 2026 at 1,943 shares worth $173K. The position accounts for 0.03% of the portfolio, ranked #289.

Basecamp Wealth Advisors first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Basecamp Wealth Advisors held 1,943 shares of Ventas worth $173K as of Q2 2026.
Basecamp Wealth Advisors left its Ventas share count unchanged in Q2 2026.
Ventas made up 0.03% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #289 holding.
Basecamp Wealth Advisors first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.