Financial Consulate’s Ventas VTR Stock Holding History

Financial Consulate’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	$1.42K	Hold	16	–	–	﹤0.01%	1092
2026 Q1	$1.31K	Buy	16 +6	+60%	+$491	﹤0.01%	1060
2025 Q4	$774	Hold	10	–	–	﹤0.01%	1075
2025 Q3	$700	Buy	+10	New	+$672	﹤0.01%	920

Other funds holding VTR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Financial Consulate's VTR Position: Q2 2026 in Review

Financial Consulate held its Ventas (VTR) position steady in Q2 2026 at 16 shares worth $1.42K. The position accounts for ﹤0.01% of the portfolio, ranked #1092.

Financial Consulate first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Financial Consulate held 16 shares of Ventas worth $1.42K as of Q2 2026.
Financial Consulate left its Ventas share count unchanged in Q2 2026.
Ventas made up ﹤0.01% of Financial Consulate's portfolio in Q2 2026, its #1092 holding.
Financial Consulate first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Financial Consulate's 13F filing for Q2 2026, filed 23 Jul 2026.