CFO
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Callan Family Office’s Ventas VTR Stock Holding History

Callan Family Office’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 		$2.3M Buy
25,940
+10,230
+65% +$872K 0.05% 350
2026
Q1 		$1.28M Sell
15,710
-2
-0% -$164 0.03% 492
2025
Q4 		$1.22M Buy
15,712
+9,184
+141% +$693K 0.03% 496
2025
Q3 		$457K Buy
6,528
+102
+2% +$6.85K 0.01% 561
2025
Q2 		$406K Buy
+6,426
New +$420K 0.01% 675

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

Callan Family Office's VTR Position: Q2 2026 in Review

Callan Family Office increased its Ventas (VTR) stake by 65% in Q2 2026, buying an estimated $872K and bringing the position to 25,940 shares worth $2.3M. The position accounts for 0.05% of the portfolio, ranked #350.

Callan Family Office first reported a position in VTR in Q2 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Callan Family Office held 25,940 shares of Ventas worth $2.3M as of Q2 2026.
  • Callan Family Office bought 10,230 Ventas shares in Q2 2026, an estimated $872K.
  • Ventas made up 0.05% of Callan Family Office's portfolio in Q2 2026, its #350 holding.
  • Callan Family Office first reported a position in Ventas in Q2 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.