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Bell Investment Advisors’s Ventas VTR Stock Holding History

Bell Investment 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 		$15.5K Hold
174
– – ﹤0.01% 559
2026
Q1 		$14.2K Buy
174
+31
+22% +$2.54K ﹤0.01% 554
2025
Q4 		$11.1K Buy
143
+88
+160% +$6.64K ﹤0.01% 656
2025
Q3 		$3.85K Sell
55
-6
-10% -$403 ﹤0.01% 1056
2025
Q2 		$3.85K Hold
61
– – ﹤0.01% 1105
2025
Q1 		$4.2K Hold
61
– – ﹤0.01% 997
2024
Q4 		$3.59K Hold
61
– – ﹤0.01% 1091
2024
Q3 		$3.91K Buy
61
+9
+17% +$525 ﹤0.01% 1062
2024
Q2 		$2.67K Hold
52
– – ﹤0.01% 1239
2024
Q1 		$2.27K Hold
52
– – ﹤0.01% 1304
2023
Q4 		$2.59K Sell
52
-24
-32% -$1.07K ﹤0.01% 1218
2023
Q3 		$3.2K Sell
76
-33
-30% -$1.49K ﹤0.01% 1048
2023
Q2 		$5.15K Buy
109
+12
+12% +$544 ﹤0.01% 808
2023
Q1 		$4.21K Hold
97
– – ﹤0.01% 858
2022
Q4 		$4.37K Buy
97
+65
+203% +$2.74K ﹤0.01% 879
2022
Q3 		$1K Sell
32
-8
-20% -$393 ﹤0.01% 1626
2022
Q2 		$2K Buy
+40
New +$2.24K ﹤0.01% 1255
2021
Q4 		$2K Sell
31
-34
-52% -$1.78K ﹤0.01% 1256
2021
Q3 		$4K Buy
+65
New +$3.72K ﹤0.01% 841

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 $3.38T AUM 44.17% 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

Bell Investment Advisors's VTR Position: Q2 2026 in Review

Bell Investment Advisors held its Ventas (VTR) position steady in Q2 2026 at 174 shares worth $15.5K. The position accounts for ﹤0.01% of the portfolio, ranked #559.

Bell Investment Advisors first reported a position in VTR in Q3 2021 and has held it in 19 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Bell Investment Advisors held 174 shares of Ventas worth $15.5K as of Q2 2026.
  • Bell Investment Advisors left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #559 holding.
  • Bell Investment Advisors first reported a position in Ventas in Q3 2021 and has held it in 19 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.