Empirical Wealth Management’s Ventas VTR Stock Holding History

Empirical 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	$295K	Buy	+3,318	New	+$283K	﹤0.01%	868

Other funds holding VTR

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

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

Empirical Wealth Management opened a new position in Ventas (VTR) in Q2 2026: 3,318 shares worth $295K. The stake represents ﹤0.01% of the portfolio and ranks #868 among its holdings.

325 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Empirical Wealth Management held 3,318 shares of Ventas worth $295K as of Q2 2026.
Ventas was a new Empirical Wealth Management position in Q2 2026.
Ventas made up ﹤0.01% of Empirical Wealth Management's portfolio in Q2 2026, its #868 holding.
325 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.