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Halbert Hargrove Global Advisors’s Ventas VTR Stock Holding History

Halbert Hargrove Global Advisors’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 		$221 Buy
+2
New +$170 ﹤0.01% 645
2025
Q2 		– Sell
-6
Closed -$413 – 655
2025
Q1 		$413 Buy
+6
New +$383 ﹤0.01% 523

Other funds holding VTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Halbert Hargrove Global Advisors's VTR Position: Q2 2026 in Review

Halbert Hargrove Global Advisors opened a new position in Ventas (VTR) in Q2 2026: 2 shares worth $221. The stake represents ﹤0.01% of the portfolio and ranks #645 among its holdings. This is a return to the name: Halbert Hargrove Global Advisors previously reported a position in VTR as recently as Q1 2025.

Halbert Hargrove Global Advisors first reported a position in VTR in Q1 2025 and has held it in 2 quarters since. The position peaked at $413 in Q1 2025. 216 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Halbert Hargrove Global Advisors held 2 shares of Ventas worth $221 as of Q2 2026.
  • Ventas was a new Halbert Hargrove Global Advisors position in Q2 2026.
  • Ventas made up ﹤0.01% of Halbert Hargrove Global Advisors's portfolio in Q2 2026, its #645 holding.
  • Halbert Hargrove Global Advisors first reported a position in Ventas in Q1 2025 and has held it in 2 quarters since.
  • Halbert Hargrove Global Advisors's Ventas position peaked at $413 in Q1 2025.
  • 216 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.