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Greykasell Wealth Strategies’s Ventas VTR Stock Holding History

Greykasell Wealth Strategies’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 		$6.39K Hold
72
– – ﹤0.01% 413
2026
Q1 		$5.89K Buy
+72
New +$5.89K ﹤0.01% 450

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Greykasell Wealth Strategies's VTR Position: Q2 2026 in Review

Greykasell Wealth Strategies held its Ventas (VTR) position steady in Q2 2026 at 72 shares worth $6.39K. The position accounts for ﹤0.01% of the portfolio, ranked #413.

Greykasell Wealth Strategies first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 618 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Greykasell Wealth Strategies held 72 shares of Ventas worth $6.39K as of Q2 2026.
  • Greykasell Wealth Strategies left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Greykasell Wealth Strategies's portfolio in Q2 2026, its #413 holding.
  • Greykasell Wealth Strategies first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 618 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q2 2026, filed 11 Aug 2026.