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Beaird Harris Wealth Management’s Ventas VTR Stock Holding History

Beaird Harris Wealth Management’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 		$267 Hold
3
– – ﹤0.01% 640
2026
Q1 		$246 Hold
3
– – ﹤0.01% 616
2025
Q4 		$233 Hold
3
– – ﹤0.01% 644
2025
Q3 		$210 Buy
+3
New +$202 ﹤0.01% 663
2023
Q1 		– Sell
-51
Closed -$2.3K – 746
2022
Q4 		$2.3K Buy
+51
New +$2.15K ﹤0.01% 558
2022
Q1 		– Sell
-890
Closed -$45K – 737
2021
Q4 		$45K Buy
+890
New +$46.5K 0.02% 250

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

Beaird Harris Wealth Management's VTR Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Ventas (VTR) position steady in Q2 2026 at 3 shares worth $267. The position accounts for ﹤0.01% of the portfolio, ranked #640.

Beaird Harris Wealth Management first reported a position in VTR in Q4 2021 and has held it in 6 quarters since. The position peaked at $45K in Q4 2021. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Beaird Harris Wealth Management held 3 shares of Ventas worth $267 as of Q2 2026.
  • Beaird Harris Wealth Management left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #640 holding.
  • Beaird Harris Wealth Management first reported a position in Ventas in Q4 2021 and has held it in 6 quarters since.
  • Beaird Harris Wealth Management's Ventas position peaked at $45K in Q4 2021.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.