BJL
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Brighton Jones LLC’s Ventas VTR Stock Holding History

Brighton Jones LLC’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 		$1.66M Sell
18,737
-1,386
-7% -$118K 0.03% 346
2026
Q1 		$1.65M Buy
+20,123
New +$1.65M 0.04% 318
2025
Q4 		– Sell
-9,314
Closed -$652K – 949
2025
Q3 		$652K Buy
+9,314
New +$626K 0.02% 537

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

Brighton Jones LLC's VTR Position: Q2 2026 in Review

Brighton Jones LLC reduced its Ventas (VTR) stake by 6.9% in Q2 2026, selling an estimated $118K and leaving 18,737 shares worth $1.66M. The position accounts for 0.03% of the portfolio, ranked #346.

Brighton Jones LLC first reported a position in VTR in Q3 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Brighton Jones LLC held 18,737 shares of Ventas worth $1.66M as of Q2 2026.
  • Brighton Jones LLC sold 1,386 Ventas shares in Q2 2026, an estimated $118K.
  • Ventas made up 0.03% of Brighton Jones LLC's portfolio in Q2 2026, its #346 holding.
  • Brighton Jones LLC first reported a position in Ventas in Q3 2025 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Brighton Jones LLC's 13F filing for Q2 2026, filed 11 Aug 2026.