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Concurrent Investment Advisors’s Ventas VTR Stock Holding History

Concurrent Investment Advisors’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 		$2.72M Buy
30,577
+26,925
+737% +$2.29M 0.02% 621
2026
Q1 		$299K Sell
3,652
-30
-0.8% -$2.46K ﹤0.01% 1507
2025
Q4 		$285K Buy
+3,682
New +$278K ﹤0.01% 1429

Other funds holding VTR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Concurrent Investment Advisors's VTR Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Ventas (VTR) stake by 737% in Q2 2026, buying an estimated $2.29M and bringing the position to 30,577 shares worth $2.72M. The position accounts for 0.02% of the portfolio, ranked #621.

Concurrent Investment Advisors first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 379 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Concurrent Investment Advisors held 30,577 shares of Ventas worth $2.72M as of Q2 2026.
  • Concurrent Investment Advisors bought 26,925 Ventas shares in Q2 2026, an estimated $2.29M.
  • Ventas made up 0.02% of Concurrent Investment Advisors's portfolio in Q2 2026, its #621 holding.
  • Concurrent Investment Advisors first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 379 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.