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BOK Financial Private Wealth’s Ventas VTR Stock Holding History

BOK Financial Private Wealth’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 		$5.03K Buy
+56
New +$4.77K ﹤0.01% 492
2026
Q1 		– Hold
0
– – – 436
2024
Q4 		– Sell
-314
Closed -$20.1K – 687
2024
Q3 		$20.1K Buy
+314
New +$18.3K ﹤0.01% 341

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

BOK Financial Private Wealth's VTR Position: Q2 2026 in Review

BOK Financial Private Wealth opened a new position in Ventas (VTR) in Q2 2026: 56 shares worth $5.03K. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings. This is a return to the name: BOK Financial Private Wealth previously reported a position in VTR as recently as Q3 2024.

BOK Financial Private Wealth first reported a position in VTR in Q3 2024 and has held it in 2 quarters since. The position peaked at $20.1K in Q3 2024. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • BOK Financial Private Wealth held 56 shares of Ventas worth $5.03K as of Q2 2026.
  • Ventas was a new BOK Financial Private Wealth position in Q2 2026.
  • Ventas made up ﹤0.01% of BOK Financial Private Wealth's portfolio in Q2 2026, its #492 holding.
  • BOK Financial Private Wealth first reported a position in Ventas in Q3 2024 and has held it in 2 quarters since.
  • BOK Financial Private Wealth's Ventas position peaked at $20.1K in Q3 2024.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on BOK Financial Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.