E. Ohman J:or Asset Management’s Ventas VTR Stock Holding History

E. Ohman J:or 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 Q2	$1.56M	Buy	17,564 +1,900	+12%	+$162K	0.04%	239
2026 Q1	$1.28M	Sell	15,664 -2,300	-13%	-$188K	0.03%	245
2025 Q4	$1.39M	Hold	17,964	–	–	0.03%	247
2025 Q3	$1.26M	Hold	17,964	–	–	0.03%	241
2025 Q2	$1.13M	Sell	17,964 -1,026	-5%	-$67K	0.03%	252
2025 Q1	$1.31M	Hold	18,990	–	–	0.03%	233
2024 Q4	$1.12M	Buy	18,990 +3,100	+20%	+$195K	0.03%	267
2024 Q3	$1.02M	Sell	15,890 -2,700	-15%	-$158K	0.03%	260
2024 Q2	$953K	Buy	18,590 +3,000	+19%	+$140K	0.02%	260
2024 Q1	$679K	Hold	15,590	–	–	0.02%	312
2023 Q4	$777K	Sell	15,590 -4,500	-22%	-$202K	0.03%	266
2023 Q3	$846K	Hold	20,090	–	–	0.03%	263
2023 Q2	$950K	Buy	20,090 +2,000	+11%	+$90.6K	0.03%	260
2023 Q1	$784K	Buy	18,090 +1,000	+6%	+$48.2K	0.03%	280
2022 Q4	$770K	Hold	17,090	–	–	0.03%	279
2022 Q3	$687K	Hold	17,090	–	–	0.03%	284
2022 Q2	$879K	Sell	17,090 -1,400	-8%	-$78.4K	0.04%	250
2022 Q1	$1.14M	Hold	18,490	–	–	0.04%	254
2021 Q4	$945K	Buy	18,490 +3,100	+20%	+$162K	0.03%	312
2021 Q3	$850K	Sell	15,390 -2,000	-12%	-$115K	0.03%	321
2021 Q2	$993K	Sell	17,390 -3,200	-16%	-$179K	0.03%	293
2021 Q1	$1.1M	Buy	20,590 +3,600	+21%	+$185K	0.04%	245
2020 Q4	$833K	Buy	16,990 +3,000	+21%	+$139K	0.03%	253
2020 Q3	$587K	Sell	13,990 -1,200	-8%	-$48K	0.03%	256
2020 Q2	$556K	Hold	15,190	–	–	0.03%	233
2020 Q1	$407K	Sell	15,190 -3,400	-18%	-$169K	0.03%	240
2019 Q4	$1.07M	Buy	18,590 +2,390	+15%	+$150K	0.06%	186
2019 Q3	$1.18M	Buy	16,200 +1,200	+8%	+$85.2K	0.07%	144
2019 Q2	$1.03M	Sell	15,000 -900	-6%	-$57.4K	0.07%	156
2019 Q1	$1.01M	Buy	15,900 +1,900	+14%	+$119K	0.07%	156
2018 Q4	$820K	Sell	14,000 -2,300	-14%	-$136K	0.06%	164
2018 Q3	$886K	Buy	16,300 +1,900	+13%	+$110K	0.06%	184
2018 Q2	$820K	Buy	14,400 +4,800	+50%	+$251K	0.06%	182
2018 Q1	$475K	Hold	9,600	–	–	0.04%	254
2017 Q4	$576K	Sell	9,600 -700	-7%	-$44.2K	0.05%	235
2017 Q3	$671K	Buy	10,300 +300	+3%	+$20.2K	0.06%	208
2017 Q2	$695K	Hold	10,000	–	–	0.07%	197
2017 Q1	$650K	Buy	10,000 +2,300	+30%	+$143K	0.08%	209
2016 Q4	$481K	Hold	7,700	–	–	0.07%	221
2016 Q3	$544K	Buy	7,700 +1,300	+20%	+$94.4K	0.08%	186
2016 Q2	$466K	Hold	6,400	–	–	0.08%	195
2016 Q1	$403K	Hold	6,400	–	–	0.07%	200
2015 Q4	$361K	Hold	6,400	–	–	0.06%	223
2015 Q3	$359K	Buy	6,400 +796	+14%	+$52.2K	0.1%	204
2015 Q2	$397K	Hold	5,604	–	–	0.09%	208
2015 Q1	$467K	Hold	5,604	–	–	0.11%	192
2014 Q4	$466K	Hold	5,604	–	–	0.11%	188
2014 Q3	$396K	Hold	5,604	–	–	0.1%	210
2014 Q2	$410K	Hold	5,604	–	–	0.1%	203
2014 Q1	$388K	Sell	5,604 -1,226	-18%	-$85.3K	0.1%	224
2013 Q4	$450K	Hold	6,830	–	–	0.11%	196
2013 Q3	$480K	Hold	6,830	–	–	0.12%	176
2013 Q2	$542K	Buy	+6,830	New	+$587K	0.15%	141

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

E. Ohman J:or Asset Management's VTR Position: Q2 2026 in Review

E. Ohman J:or Asset Management increased its Ventas (VTR) stake by 12% in Q2 2026, buying an estimated $162K and bringing the position to 17,564 shares worth $1.56M. The position accounts for 0.04% of the portfolio, ranked #239.

E. Ohman J:or Asset Management first reported a position in VTR in Q2 2013 and has held it in 53 quarters since. 551 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

E. Ohman J:or Asset Management held 17,564 shares of Ventas worth $1.56M as of Q2 2026.
E. Ohman J:or Asset Management bought 1,900 Ventas shares in Q2 2026, an estimated $162K.
Ventas made up 0.04% of E. Ohman J:or Asset Management's portfolio in Q2 2026, its #239 holding.
E. Ohman J:or Asset Management first reported a position in Ventas in Q2 2013 and has held it in 53 quarters since.
551 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on E. Ohman J:or Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.