FAG
VTR icon

Fortitude Advisory Group’s Ventas VTR Stock Holding History

Fortitude Advisory 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 		$246K Buy
+2,767
New +$236K 0.09% 186
2022
Q2 		– Sell
-3,567
Closed -$222K – 1279
2022
Q1 		$222K Sell
3,567
-1,250
-26% -$68.3K 0.12% 187
2021
Q4 		$248K Buy
+4,817
New +$252K 0.12% 164

Other funds holding VTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Fortitude Advisory Group's VTR Position: Q2 2026 in Review

Fortitude Advisory Group opened a new position in Ventas (VTR) in Q2 2026: 2,767 shares worth $246K. The stake represents 0.09% of the portfolio and ranks #186 among its holdings. This is a return to the name: Fortitude Advisory Group previously reported a position in VTR as recently as Q1 2022.

Fortitude Advisory Group first reported a position in VTR in Q4 2021 and has held it in 3 quarters since. The position peaked at $248K in Q4 2021. 206 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Fortitude Advisory Group held 2,767 shares of Ventas worth $246K as of Q2 2026.
  • Ventas was a new Fortitude Advisory Group position in Q2 2026.
  • Ventas made up 0.09% of Fortitude Advisory Group's portfolio in Q2 2026, its #186 holding.
  • Fortitude Advisory Group first reported a position in Ventas in Q4 2021 and has held it in 3 quarters since.
  • Fortitude Advisory Group's Ventas position peaked at $248K in Q4 2021.
  • 206 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.