FFO
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Fortitude Family Office’s Ventas VTR Stock Holding History

Fortitude Family Office’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 		$7.73K Hold
87
– – ﹤0.01% 889
2026
Q1 		$7.12K Hold
87
– – ﹤0.01% 784
2025
Q4 		$6.73K Hold
87
– – ﹤0.01% 712
2025
Q3 		$6.09K Buy
87
+8
+10% +$538 ﹤0.01% 744
2025
Q2 		$4.99K Sell
79
-1
-1% -$65 ﹤0.01% 792
2025
Q1 		$5.5K Hold
80
– – ﹤0.01% 705
2024
Q4 		$4.71K Buy
80
+1
+1% +$63 ﹤0.01% 860
2024
Q3 		$5.07K Hold
79
– – ﹤0.01% 788
2024
Q2 		$4.05K Buy
79
+7
+10% +$328 ﹤0.01% 667
2024
Q1 		$3.13K Buy
72
+54
+300% +$2.45K ﹤0.01% 740
2023
Q4 		$897 Buy
+18
New +$806 ﹤0.01% 948

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

Fortitude Family Office's VTR Position: Q2 2026 in Review

Fortitude Family Office held its Ventas (VTR) position steady in Q2 2026 at 87 shares worth $7.73K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

Fortitude Family Office first reported a position in VTR in Q4 2023 and has held it in 11 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Fortitude Family Office held 87 shares of Ventas worth $7.73K as of Q2 2026.
  • Fortitude Family Office left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Fortitude Family Office's portfolio in Q2 2026, its #889 holding.
  • Fortitude Family Office first reported a position in Ventas in Q4 2023 and has held it in 11 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.