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Dogwood Wealth Management’s Ventas VTR Stock Holding History

Dogwood Wealth 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
Q2 		$15.9K Buy
179
+48
+37% +$4.09K 0.01% 294
2026
Q1 		$10.7K Buy
131
+8
+7% +$655 ﹤0.01% 331
2025
Q4 		$9.52K Buy
123
+6
+5% +$453 ﹤0.01% 302
2025
Q3 		$8.19K Buy
117
+29
+33% +$1.95K ﹤0.01% 304
2025
Q2 		$5.52K Buy
88
+60
+214% +$3.92K ﹤0.01% 412
2025
Q1 		$1.93K Buy
+28
New +$1.79K ﹤0.01% 346
2024
Q3 		– Hold
0
– – – 518
2024
Q2 		– Hold
0
– – – 545
2024
Q1 		– Hold
0
– – – 616
2023
Q4 		– Hold
0
– – – 514

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

Dogwood Wealth Management's VTR Position: Q2 2026 in Review

Dogwood Wealth Management increased its Ventas (VTR) stake by 37% in Q2 2026, buying an estimated $4.09K and bringing the position to 179 shares worth $15.9K. The position accounts for 0.01% of the portfolio, ranked #294.

Dogwood Wealth Management first reported a position in VTR in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Dogwood Wealth Management held 179 shares of Ventas worth $15.9K as of Q2 2026.
  • Dogwood Wealth Management bought 48 Ventas shares in Q2 2026, an estimated $4.09K.
  • Ventas made up 0.01% of Dogwood Wealth Management's portfolio in Q2 2026, its #294 holding.
  • Dogwood Wealth Management first reported a position in Ventas in Q1 2025 and has held it in 6 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Dogwood Wealth Management's 13F filing for Q2 2026, filed 6 Jul 2026.