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Foundations Investment Advisors’s Ventas VTR Stock Holding History

Foundations Investment Advisors’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 		$508K Buy
5,722
+179
+3% +$15.3K 0.01% 775
2026
Q1 		$453K Buy
5,543
+811
+17% +$66.4K 0.01% 748
2025
Q4 		$366K Buy
4,732
+285
+6% +$21.5K ﹤0.01% 824
2025
Q3 		$311K Buy
4,447
+144
+3% +$9.68K ﹤0.01% 839
2025
Q2 		$272K Buy
4,303
+58
+1% +$3.79K ﹤0.01% 778
2025
Q1 		$292K Buy
4,245
+109
+3% +$6.96K 0.01% 718
2024
Q4 		$244K Buy
4,136
+304
+8% +$19.1K ﹤0.01% 722
2024
Q3 		$246K Buy
+3,832
New +$224K 0.01% 698
2019
Q1 		– Sell
-6,484
Closed -$417K – 124
2018
Q4 		$417K Sell
6,484
-1,079
-14% -$63.6K 0.09% 69
2018
Q3 		$411K Buy
7,563
+1,436
+23% +$83.1K 0.1% 70
2018
Q2 		$349K Buy
+6,127
New +$321K 0.09% 68

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's VTR Position: Q2 2026 in Review

Foundations Investment Advisors increased its Ventas (VTR) stake by 3.2% in Q2 2026, buying an estimated $15.3K and bringing the position to 5,722 shares worth $508K. The position accounts for 0.01% of the portfolio, ranked #775.

Foundations Investment Advisors first reported a position in VTR in Q2 2018 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Foundations Investment Advisors held 5,722 shares of Ventas worth $508K as of Q2 2026.
  • Foundations Investment Advisors bought 179 Ventas shares in Q2 2026, an estimated $15.3K.
  • Ventas made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #775 holding.
  • Foundations Investment Advisors first reported a position in Ventas in Q2 2018 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.