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 Q3	$486K	Buy	+5,719	New	+$524K	0.11%	188
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%	+$9.7K	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

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.39% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return

Old National Bancorp Evansville, Indiana $5.07B AUM 22.07% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.8B AUM 30.39% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

First Affirmative Financial Network's VTR Position: Q3 2026 in Review

First Affirmative Financial Network opened a new position in Ventas (VTR) in Q3 2026: 5,719 shares worth $486K. The stake represents 0.11% of the portfolio and ranks #188 among its holdings. This is a return to the name: First Affirmative Financial Network previously reported a position in VTR as recently as Q1 2026.

First Affirmative Financial Network first reported a position in VTR in Q1 2022 and has held it in 6 quarters since. The position peaked at $507K in Q1 2026. 215 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

First Affirmative Financial Network held 5,719 shares of Ventas worth $486K as of Q3 2026.
Ventas was a new First Affirmative Financial Network position in Q3 2026.
Ventas made up 0.11% of First Affirmative Financial Network's portfolio in Q3 2026, its #188 holding.
First Affirmative Financial Network first reported a position in Ventas in Q1 2022 and has held it in 6 quarters since.
First Affirmative Financial Network's Ventas position peaked at $507K in Q1 2026.
215 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on First Affirmative Financial Network's 13F filing for Q3 2026, filed 21 Oct 2026.