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Brown, Lisle/Cummings’s Ventas VTR Stock Holding History

Brown, Lisle/Cummings’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
Q1 		$1.31K Buy
+16
New +$1.31K ﹤0.01% 897

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Brown, Lisle/Cummings's VTR Position: Q1 2026 in Review

Brown, Lisle/Cummings opened a new position in Ventas (VTR) in Q1 2026: 16 shares worth $1.31K. The stake represents ﹤0.01% of the portfolio and ranks #897 among its holdings.

929 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Brown, Lisle/Cummings held 16 shares of Ventas worth $1.31K as of Q1 2026.
  • Ventas was a new Brown, Lisle/Cummings position in Q1 2026.
  • Ventas made up ﹤0.01% of Brown, Lisle/Cummings's portfolio in Q1 2026, its #897 holding.
  • 929 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Brown, Lisle/Cummings's 13F filing for Q1 2026, filed 20 Apr 2026.