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Fiduciary Trust’s Ventas VTR Stock Holding History

Fiduciary Trust’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 		$273K Buy
3,079
+218
+8% +$18.6K ﹤0.01% 777
2026
Q1 		$234K Buy
2,861
+31
+1% +$2.54K ﹤0.01% 803
2025
Q4 		$219K Buy
+2,830
New +$213K ﹤0.01% 822
2025
Q2 		– Sell
-3,240
Closed -$223K – 861
2025
Q1 		$223K Buy
+3,240
New +$207K ﹤0.01% 757
2016
Q2 		– Sell
-7,187
Closed -$452K – 435
2016
Q1 		$452K Buy
+7,187
New +$404K 0.02% 335
2013
Q3 		– Sell
-4,278
Closed -$340K – 314
2013
Q2 		$340K Buy
+4,278
New +$367K 0.02% 246

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

Fiduciary Trust's VTR Position: Q2 2026 in Review

Fiduciary Trust increased its Ventas (VTR) stake by 7.6% in Q2 2026, buying an estimated $18.6K and bringing the position to 3,079 shares worth $273K. The position accounts for ﹤0.01% of the portfolio, ranked #777.

Fiduciary Trust first reported a position in VTR in Q2 2013 and has held it in 6 quarters since. The position peaked at $452K in Q1 2016. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Fiduciary Trust held 3,079 shares of Ventas worth $273K as of Q2 2026.
  • Fiduciary Trust bought 218 Ventas shares in Q2 2026, an estimated $18.6K.
  • Ventas made up ﹤0.01% of Fiduciary Trust's portfolio in Q2 2026, its #777 holding.
  • Fiduciary Trust first reported a position in Ventas in Q2 2013 and has held it in 6 quarters since.
  • Fiduciary Trust's Ventas position peaked at $452K in Q1 2016.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Fiduciary Trust's 13F filing for Q2 2026, filed 13 Aug 2026.