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Beacon Investment Advisory Services’s Ventas VTR Stock Holding History

Beacon Investment Advisory 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 		$83.9K Hold
945
– – ﹤0.01% 360
2026
Q1 		$77.3K Buy
+945
New +$77.4K ﹤0.01% 365

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State Street
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Fidelity Investments
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Principal Financial Group
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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

Beacon Investment Advisory Services's VTR Position: Q2 2026 in Review

Beacon Investment Advisory Services held its Ventas (VTR) position steady in Q2 2026 at 945 shares worth $83.9K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Beacon Investment Advisory Services first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Beacon Investment Advisory Services held 945 shares of Ventas worth $83.9K as of Q2 2026.
  • Beacon Investment Advisory Services left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Beacon Investment Advisory Services's portfolio in Q2 2026, its #360 holding.
  • Beacon Investment Advisory Services first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Beacon Investment Advisory Services's 13F filing for Q2 2026, filed 8 Jul 2026.