Burkett Financial Services’s Ventas VTR Stock Holding History

Burkett Financial Services’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	$1.29K	Hold	14	–	–	﹤0.01%	249
2026 Q1	$1.19K	Hold	14	–	–	﹤0.01%	230
2025 Q4	$1.11K	Hold	14	–	–	﹤0.01%	222
2025 Q3	$1K	Hold	14	–	–	﹤0.01%	211
2025 Q2	$897	Hold	14	–	–	﹤0.01%	215
2025 Q1	$970	Buy	+14	New	+$894	﹤0.01%	235

Other funds holding VTR

Handelsbanken Fonder

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return

BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return

Shrier Wealth Management Los Angeles, California $296M AUM

Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return