Financial Management Professionals’s Ventas VTR Stock Holding History

Financial Management Professionals’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	$4.55K	Buy	51 +4	+9%	+$341	﹤0.01%	700
2026 Q1	$3.87K	Hold	47	–	–	﹤0.01%	650
2025 Q4	$3.66K	Hold	47	–	–	﹤0.01%	651
2025 Q3	$3.31K	Hold	47	–	–	﹤0.01%	641
2025 Q2	$2.99K	Sell	47 -3	-6%	-$196	﹤0.01%	693
2025 Q1	$3.44K	Buy	50 +21	+72%	+$1.34K	﹤0.01%	679
2024 Q4	$1.71K	Hold	29	–	–	﹤0.01%	748
2024 Q3	$2K	Hold	29	–	–	﹤0.01%	775
2024 Q2	$1K	Buy	29 +10	+53%	+$468	﹤0.01%	871
2024 Q1	$1K	Hold	19	–	–	﹤0.01%	920
2023 Q4	$1K	Hold	19	–	–	﹤0.01%	906
2023 Q3	$1K	Hold	19	–	–	﹤0.01%	850
2023 Q2	$1K	Hold	19	–	–	﹤0.01%	887
2023 Q1	$1K	Buy	19 +13	+217%	+$627	﹤0.01%	961
2022 Q4	$0	Hold	6	–	–	﹤0.01%	1094
2022 Q3	$0	Sell	6 -98	-94%	-$4.82K	﹤0.01%	1129
2022 Q2	$5K	Buy	104 +59	+131%	+$3.3K	﹤0.01%	631
2022 Q1	$3K	Buy	+45	New	+$2.46K	﹤0.01%	746
2021 Q3	–	Sell	-17	Closed	-$1K	–	1062
2021 Q2	$1K	Buy	+17	New	+$949	﹤0.01%	855

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 Management Professionals's VTR Position: Q2 2026 in Review

Financial Management Professionals increased its Ventas (VTR) stake by 8.5% in Q2 2026, buying an estimated $341 and bringing the position to 51 shares worth $4.55K. The position accounts for ﹤0.01% of the portfolio, ranked #700.

Financial Management Professionals first reported a position in VTR in Q2 2021 and has held it in 19 quarters since. The position peaked at $5K in Q2 2022. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Financial Management Professionals held 51 shares of Ventas worth $4.55K as of Q2 2026.
Financial Management Professionals bought 4 Ventas shares in Q2 2026, an estimated $341.
Ventas made up ﹤0.01% of Financial Management Professionals's portfolio in Q2 2026, its #700 holding.
Financial Management Professionals first reported a position in Ventas in Q2 2021 and has held it in 19 quarters since.
Financial Management Professionals's Ventas position peaked at $5K in Q2 2022.
946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.