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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
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

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Financial Gravity Companies's VTR Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Ventas (VTR) in Q2 2025: 20 shares worth $1.26K. The stake represents ﹤0.01% of the portfolio and ranks #786 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VTR as recently as Q4 2024.

Financial Gravity Companies first reported a position in VTR in Q4 2017 and has held it in 6 quarters since. The position peaked at $10K in Q4 2018. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Financial Gravity Companies held 20 shares of Ventas worth $1.26K as of Q2 2025.
  • Ventas was a new Financial Gravity Companies position in Q2 2025.
  • Ventas made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #786 holding.
  • Financial Gravity Companies first reported a position in Ventas in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Ventas position peaked at $10K in Q4 2018.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.