Frank Rimerman Advisors’s Ventas VTR Stock Holding History

Frank Rimerman 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	–	Sell	-3,508	Closed	-$287K	–	652
2026 Q1	$287K	Sell	3,508 -675	-16%	-$55.3K	0.02%	511
2025 Q4	$324K	Buy	+4,183	New	+$316K	0.02%	484

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Frank Rimerman Advisors's VTR Position: Q2 2026 in Review

Frank Rimerman Advisors sold out of Ventas (VTR) in Q2 2026, closing a stake of 3,508 shares — an estimated $287K sold.

Frank Rimerman Advisors first reported a position in VTR in Q4 2025 and held it in 2 quarters. The position peaked at $324K in Q4 2025. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Frank Rimerman Advisors reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
Frank Rimerman Advisors sold 3,508 Ventas shares in Q2 2026, an estimated $287K.
Frank Rimerman Advisors first reported a position in Ventas in Q4 2025 and held it in 2 quarters.
Frank Rimerman Advisors's Ventas position peaked at $324K in Q4 2025.
946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Frank Rimerman Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.