First Affirmative Financial Network’s Ventas VTR Stock Holding History

First Affirmative Financial Network’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 Q1	$507K	Buy	+6,201	New	+$508K	0.2%	126
2025 Q3	$253K	Buy	3,612 +443	+14%	+$29.8K	0.12%	216
2025 Q2	$200K	Buy	3,169 +149	+5%	+$9.73K	0.1%	250
2025 Q1	$208K	Buy	+3,020	New	+$193K	0.13%	228
2022 Q2	–	Sell	-3,456	Closed	-$213K	–	160
2022 Q1	$213K	Buy	+3,456	New	+$189K	0.2%	145

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Affirmative Financial Network's VTR Position: Q1 2026 in Review

First Affirmative Financial Network opened a new position in Ventas (VTR) in Q1 2026: 6,201 shares worth $507K. The stake represents 0.2% of the portfolio and ranks #126 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTR as recently as Q3 2025.

First Affirmative Financial Network first reported a position in VTR in Q1 2022 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

First Affirmative Financial Network held 6,201 shares of Ventas worth $507K as of Q1 2026.
Ventas was a new First Affirmative Financial Network position in Q1 2026.
Ventas made up 0.2% of First Affirmative Financial Network's portfolio in Q1 2026, its #126 holding.
First Affirmative Financial Network first reported a position in Ventas in Q1 2022 and has held it in 5 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on First Affirmative Financial Network's 13F filing for Q1 2026, filed 8 May 2026.