GIM
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Gold Investment Management’s Ventas VTR Stock Holding History

Gold Investment 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 		$1.36M Sell
15,342
-384
-2% -$32.7K 0.37% 72
2026
Q1 		$1.29M Buy
15,726
+5
+0% +$409 0.4% 71
2025
Q4 		$1.22M Sell
15,721
-514
-3% -$38.8K 0.39% 74
2025
Q3 		$1.14M Sell
16,235
-514
-3% -$34.5K 0.38% 75
2025
Q2 		$1.05M Sell
16,749
-1,643
-9% -$107K 0.4% 72
2025
Q1 		$1.26M Sell
18,392
-727
-4% -$46.4K 0.53% 66
2024
Q4 		$1.13M Sell
19,119
-423
-2% -$26.6K 0.47% 67
2024
Q3 		$1.25M Sell
19,542
-602
-3% -$35.1K 0.52% 64
2024
Q2 		$1.03M Sell
20,144
-699
-3% -$32.7K 0.44% 69
2024
Q1 		$908K Sell
20,843
-391
-2% -$17.8K 0.37% 73
2023
Q4 		$1.06M Buy
+21,234
New +$951K 0.45% 67

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

Gold Investment Management's VTR Position: Q2 2026 in Review

Gold Investment Management reduced its Ventas (VTR) stake by 2.4% in Q2 2026, selling an estimated $32.7K and leaving 15,342 shares worth $1.36M. The position accounts for 0.37% of the portfolio, ranked #72.

Gold Investment Management first reported a position in VTR in Q4 2023 and has held it in 11 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Gold Investment Management held 15,342 shares of Ventas worth $1.36M as of Q2 2026.
  • Gold Investment Management sold 384 Ventas shares in Q2 2026, an estimated $32.7K.
  • Ventas made up 0.37% of Gold Investment Management's portfolio in Q2 2026, its #72 holding.
  • Gold Investment Management first reported a position in Ventas in Q4 2023 and has held it in 11 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Gold Investment Management's 13F filing for Q2 2026, filed 6 Aug 2026.