DWS
VTR icon

Discipline Wealth Solutions’s Ventas VTR Stock Holding History

Discipline Wealth Solutions’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 		$379K Buy
4,265
+32
+0.8% +$2.73K 0.03% 147
2026
Q1 		$346K Buy
+4,233
New +$347K 0.04% 139

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 $3.37T AUM 44.26% 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

Discipline Wealth Solutions's VTR Position: Q2 2026 in Review

Discipline Wealth Solutions increased its Ventas (VTR) stake by 0.76% in Q2 2026, buying an estimated $2.73K and bringing the position to 4,265 shares worth $379K. The position accounts for 0.03% of the portfolio, ranked #147.

Discipline Wealth Solutions first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Discipline Wealth Solutions held 4,265 shares of Ventas worth $379K as of Q2 2026.
  • Discipline Wealth Solutions bought 32 Ventas shares in Q2 2026, an estimated $2.73K.
  • Ventas made up 0.03% of Discipline Wealth Solutions's portfolio in Q2 2026, its #147 holding.
  • Discipline Wealth Solutions first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Discipline Wealth Solutions's 13F filing for Q2 2026, filed 21 Jul 2026.