GHI
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Gross & Hartman Investments’s Ventas VTR Stock Holding History

Gross & Hartman Investments’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 		$910K Buy
10,247
+2,286
+29% +$195K 0.4% 22
2026
Q1 		$651K Buy
7,961
+270
+4% +$22.1K 0.34% 26
2025
Q4 		$595K Buy
+7,691
New +$580K 0.34% 31

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 $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Gross & Hartman Investments's VTR Position: Q2 2026 in Review

Gross & Hartman Investments increased its Ventas (VTR) stake by 29% in Q2 2026, buying an estimated $195K and bringing the position to 10,247 shares worth $910K. The position accounts for 0.4% of the portfolio, ranked #22.

Gross & Hartman Investments first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Gross & Hartman Investments held 10,247 shares of Ventas worth $910K as of Q2 2026.
  • Gross & Hartman Investments bought 2,286 Ventas shares in Q2 2026, an estimated $195K.
  • Ventas made up 0.4% of Gross & Hartman Investments's portfolio in Q2 2026, its #22 holding.
  • Gross & Hartman Investments first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Gross & Hartman Investments's 13F filing for Q2 2026, filed 13 Aug 2026.