Harel Insurance Investments & Financial Services’s Ventas VTR Stock Holding History

Harel Insurance Investments & Financial Services’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	–	Sell	-1,697	Closed	-$139K	–	576
2026 Q1	$139K	Buy	+1,697	New	+$139K	﹤0.01%	340
2025 Q1	–	Sell	-1,144	Closed	-$67K	–	558
2024 Q4	$67K	Buy	+1,144	New	+$71.9K	﹤0.01%	289
2019 Q4	–	Sell	-3,499	Closed	-$256K	–	564
2019 Q3	$256K	Buy	+3,499	New	+$248K	0.02%	175
2016 Q4	–	Sell	-1,300	Closed	-$92K	–	451
2016 Q3	$92K	Buy	1,300 +700	+117%	+$50.8K	0.01%	164
2016 Q2	$44K	Hold	600	–	–	0.01%	361
2016 Q1	$38K	Buy	600 +300	+100%	+$16.9K	﹤0.01%	230
2015 Q4	$17K	Buy	+300	New	+$16.3K	﹤0.01%	265

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

Harel Insurance Investments & Financial Services's VTR Position: Q2 2026 in Review

Harel Insurance Investments & Financial Services sold out of Ventas (VTR) in Q2 2026, closing a stake of 1,697 shares — an estimated $139K sold.

Harel Insurance Investments & Financial Services first reported a position in VTR in Q4 2015 and held it in 7 quarters. The position peaked at $256K in Q3 2019. 504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Harel Insurance Investments & Financial Services reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
Harel Insurance Investments & Financial Services sold 1,697 Ventas shares in Q2 2026, an estimated $139K.
Harel Insurance Investments & Financial Services first reported a position in Ventas in Q4 2015 and held it in 7 quarters.
Harel Insurance Investments & Financial Services's Ventas position peaked at $256K in Q3 2019.
504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Harel Insurance Investments & Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.