HWM
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HB Wealth Management’s Ventas VTR Stock Holding History

HB Wealth 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 		$1.57M Buy
17,724
+1,004
+6% +$85.6K 0.01% 554
2026
Q1 		$1.37M Buy
16,720
+2,243
+15% +$184K 0.01% 544
2025
Q4 		$1.12M Buy
14,477
+2,479
+21% +$187K 0.01% 589
2025
Q3 		$840K Buy
11,998
+4,839
+68% +$325K 0.01% 667
2025
Q2 		$452K Sell
7,159
-463
-6% -$30.2K ﹤0.01% 782
2025
Q1 		$524K Buy
7,622
+1,810
+31% +$116K ﹤0.01% 749
2024
Q4 		$342K Buy
5,812
+725
+14% +$45.6K ﹤0.01% 762
2024
Q3 		$326K Buy
5,087
+1,048
+26% +$61.2K ﹤0.01% 730
2024
Q2 		$207K Buy
+4,039
New +$189K ﹤0.01% 839

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
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

HB Wealth Management's VTR Position: Q2 2026 in Review

HB Wealth Management increased its Ventas (VTR) stake by 6% in Q2 2026, buying an estimated $85.6K and bringing the position to 17,724 shares worth $1.57M. The position accounts for 0.01% of the portfolio, ranked #554.

HB Wealth Management first reported a position in VTR in Q2 2024 and has held it in 9 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • HB Wealth Management held 17,724 shares of Ventas worth $1.57M as of Q2 2026.
  • HB Wealth Management bought 1,004 Ventas shares in Q2 2026, an estimated $85.6K.
  • Ventas made up 0.01% of HB Wealth Management's portfolio in Q2 2026, its #554 holding.
  • HB Wealth Management first reported a position in Ventas in Q2 2024 and has held it in 9 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.