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Financial Gravity Companies’s Ventas VTR Stock Holding History

Financial Gravity Companies’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 		$1.78K Buy
+20
New +$1.71K ﹤0.01% 771
2025
Q2 		$1.26K Buy
+20
New +$1.31K ﹤0.01% 786
2024
Q4 		$1.18K Hold
20
– – ﹤0.01% 805
2024
Q3 		$1.28K Buy
+20
New +$1.17K ﹤0.01% 547
2018
Q4 		$10K Buy
+162
New +$9.55K 0.01% 602
2018
Q1 		$5K Buy
91
+32
+54% +$1.68K 0.01% 753
2017
Q4 		$3K Buy
+59
New +$3.73K ﹤0.01% 877

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

Financial Gravity Companies's VTR Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Ventas (VTR) in Q2 2026: 20 shares worth $1.78K. The stake represents ﹤0.01% of the portfolio and ranks #771 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTR as recently as Q2 2025.

Financial Gravity Companies first reported a position in VTR in Q4 2017 and has held it in 7 quarters since. The position peaked at $10K in Q4 2018. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Financial Gravity Companies held 20 shares of Ventas worth $1.78K as of Q2 2026.
  • Ventas was a new Financial Gravity Companies position in Q2 2026.
  • Ventas made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #771 holding.
  • Financial Gravity Companies first reported a position in Ventas in Q4 2017 and has held it in 7 quarters since.
  • Financial Gravity Companies's Ventas position peaked at $10K in Q4 2018.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.