BFS
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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
Q3 		$1.25K Hold
14
– – ﹤0.01% 360
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

Burkett Financial Services's VTR Position: Q3 2026 in Review

Burkett Financial Services held its Ventas (VTR) position steady in Q3 2026 at 14 shares worth $1.25K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Burkett Financial Services first reported a position in VTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.29K in Q2 2026. 36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Burkett Financial Services held 14 shares of Ventas worth $1.25K as of Q3 2026.
  • Burkett Financial Services left its Ventas share count unchanged in Q3 2026.
  • Ventas made up ﹤0.01% of Burkett Financial Services's portfolio in Q3 2026, its #360 holding.
  • Burkett Financial Services first reported a position in Ventas in Q1 2025 and has held it in 7 quarters since.
  • Burkett Financial Services's Ventas position peaked at $1.29K in Q2 2026.
  • 36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Burkett Financial Services's 13F filing for Q3 2026, filed 1 Oct 2026.