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Freestone Grove Partners’s Ventas VTR Stock Holding History

Freestone Grove Partners’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
-113,196
Closed -$9.26M – 1343
2026
Q1 		$9.26M Buy
+113,196
New +$9.27M 0.07% 286

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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

Freestone Grove Partners's VTR Position: Q2 2026 in Review

Freestone Grove Partners sold out of Ventas (VTR) in Q2 2026, closing a stake of 113,196 shares — an estimated $9.26M sold.

Freestone Grove Partners first reported a position in VTR in Q1 2026 and held it in 1 quarter. The position peaked at $9.26M in Q1 2026. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Freestone Grove Partners reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • Freestone Grove Partners sold 113,196 Ventas shares in Q2 2026, an estimated $9.26M.
  • Freestone Grove Partners first reported a position in Ventas in Q1 2026 and held it in 1 quarter.
  • Freestone Grove Partners's Ventas position peaked at $9.26M in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Freestone Grove Partners's 13F filing for Q2 2026, filed 14 Aug 2026.