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Fortem Financial Group’s Ventas VTR Stock Holding History

Fortem Financial Group’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 		$412K Buy
4,645
+17
+0.4% +$1.45K 0.08% 135
2026
Q1 		$378K Buy
4,628
+1,696
+58% +$139K 0.1% 135
2025
Q4 		$227K Sell
2,932
-514
-15% -$38.8K 0.06% 154
2025
Q3 		$241K Buy
+3,446
New +$232K 0.07% 146

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
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

Fortem Financial Group's VTR Position: Q2 2026 in Review

Fortem Financial Group increased its Ventas (VTR) stake by 0.37% in Q2 2026, buying an estimated $1.45K and bringing the position to 4,645 shares worth $412K. The position accounts for 0.08% of the portfolio, ranked #135.

Fortem Financial Group first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Fortem Financial Group held 4,645 shares of Ventas worth $412K as of Q2 2026.
  • Fortem Financial Group bought 17 Ventas shares in Q2 2026, an estimated $1.45K.
  • Ventas made up 0.08% of Fortem Financial Group's portfolio in Q2 2026, its #135 holding.
  • Fortem Financial Group first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.