Congress Asset Management’s Ventas VTR Stock Holding History

Congress Asset Management’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	$42.7M	Buy	+502,287	New	+$46.1M	0.28%	101

Other funds holding VTR

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Congress Asset Management's VTR Position: Q3 2026 in Review

Congress Asset Management opened a new position in Ventas (VTR) in Q3 2026: 502,287 shares worth $42.7M. The stake represents 0.28% of the portfolio and ranks #101 among its holdings.

36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Congress Asset Management held 502,287 shares of Ventas worth $42.7M as of Q3 2026.
Ventas was a new Congress Asset Management position in Q3 2026.
Ventas made up 0.28% of Congress Asset Management's portfolio in Q3 2026, its #101 holding.
36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Congress Asset Management's 13F filing for Q3 2026, filed 6 Oct 2026.