First Command Advisory Services’s Ventas VTR Stock Holding History

First Command Advisory Services’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	$2.37K	Hold	29	–	–	﹤0.01%	902
2025 Q4	$2.24K	Buy	+29	New	+$2.19K	﹤0.01%	627
2023 Q4	–	Sell	-213	Closed	-$8.97K	–	516
2023 Q3	$8.97K	Buy	+213	New	+$9.6K	﹤0.01%	352

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 Command Advisory Services's VTR Position: Q1 2026 in Review

First Command Advisory Services held its Ventas (VTR) position steady in Q1 2026 at 29 shares worth $2.37K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

First Command Advisory Services first reported a position in VTR in Q3 2023 and has held it in 3 quarters since. The position peaked at $8.97K in Q3 2023. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

First Command Advisory Services held 29 shares of Ventas worth $2.37K as of Q1 2026.
First Command Advisory Services left its Ventas share count unchanged in Q1 2026.
Ventas made up ﹤0.01% of First Command Advisory Services's portfolio in Q1 2026, its #902 holding.
First Command Advisory Services first reported a position in Ventas in Q3 2023 and has held it in 3 quarters since.
First Command Advisory Services's Ventas position peaked at $8.97K in Q3 2023.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on First Command Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.