Gilliland Jeter Wealth Management’s Ventas VTR Stock Holding History

Gilliland Jeter Wealth Management’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	$295K	Hold	3,323	–	–	0.08%	165
2026 Q1	$272K	Hold	3,323	–	–	0.08%	162
2025 Q4	$257K	Hold	3,323	–	–	0.08%	156
2025 Q3	$233K	Hold	3,323	–	–	0.07%	160
2025 Q2	$210K	Hold	3,323	–	–	0.07%	169
2025 Q1	$229K	Buy	+3,323	New	+$212K	0.08%	160
2024 Q4	–	Sell	-3,323	Closed	-$213K	–	625
2024 Q3	$213K	Hold	3,323	–	–	0.07%	166
2024 Q2	$170K	Sell	3,323 -433	-12%	-$20.3K	0.06%	174
2024 Q1	$164K	Buy	+3,756	New	+$171K	0.06%	179

Other funds holding VTR

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Gilliland Jeter Wealth Management's VTR Position: Q2 2026 in Review

Gilliland Jeter Wealth Management held its Ventas (VTR) position steady in Q2 2026 at 3,323 shares worth $295K. The position accounts for 0.08% of the portfolio, ranked #165.

Gilliland Jeter Wealth Management first reported a position in VTR in Q1 2024 and has held it in 9 quarters since. 504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Gilliland Jeter Wealth Management held 3,323 shares of Ventas worth $295K as of Q2 2026.
Gilliland Jeter Wealth Management left its Ventas share count unchanged in Q2 2026.
Ventas made up 0.08% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #165 holding.
Gilliland Jeter Wealth Management first reported a position in Ventas in Q1 2024 and has held it in 9 quarters since.
504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.