Hilltop Wealth Advisors’s Ventas VTR Stock Holding History

Hilltop Wealth 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	$300K	Buy	3,379 +30	+0.9%	+$2.56K	0.15%	57
2026 Q1	$274K	Buy	3,349 +33	+1%	+$2.7K	0.16%	44
2025 Q4	$257K	Buy	3,316 +29	+0.9%	+$2.19K	0.13%	49
2025 Q3	$230K	Buy	3,287 +36	+1%	+$2.42K	0.12%	50
2025 Q2	$205K	Sell	3,251 -18	-0.6%	-$1.18K	0.12%	51
2025 Q1	$225K	Sell	3,269 -1,700	-34%	-$109K	0.13%	48
2024 Q4	$293K	Sell	4,969 -261	-5%	-$16.4K	0.15%	37
2024 Q3	$335K	Hold	5,230	–	–	0.16%	39
2024 Q2	$268K	Sell	5,230 -11	-0.2%	-$515	0.13%	41
2024 Q1	$228K	Buy	5,241 +11	+0.2%	+$500	0.12%	42
2023 Q4	$261K	Hold	5,230	–	–	0.15%	34
2023 Q3	$220K	Hold	5,230	–	–	0.17%	32
2023 Q2	$247K	Hold	5,230	–	–	0.18%	30
2023 Q1	$227K	Hold	5,230	–	–	0.18%	32
2022 Q4	$236K	Hold	5,230	–	–	0.2%	34
2022 Q3	$210K	Hold	5,230	–	–	0.22%	35
2022 Q2	$269K	Hold	5,230	–	–	0.26%	23
2022 Q1	$323K	Hold	5,230	–	–	0.28%	21
2021 Q4	$267K	Hold	5,230	–	–	0.19%	33
2021 Q3	$289K	Hold	5,230	–	–	0.2%	31
2021 Q2	$299K	Hold	5,230	–	–	0.21%	31
2021 Q1	$279K	Hold	5,230	–	–	0.21%	30
2020 Q4	$256K	Hold	5,230	–	–	0.23%	30
2020 Q3	$219K	Buy	+5,230	New	+$209K	0.22%	28
2020 Q1	–	Sell	-5,230	Closed	-$302K	–	29
2019 Q4	$302K	Buy	+5,230	New	+$328K	0.31%	21

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Hilltop Wealth Advisors's VTR Position: Q2 2026 in Review

Hilltop Wealth Advisors increased its Ventas (VTR) stake by 0.9% in Q2 2026, buying an estimated $2.56K and bringing the position to 3,379 shares worth $300K. The position accounts for 0.15% of the portfolio, ranked #57.

Hilltop Wealth Advisors first reported a position in VTR in Q4 2019 and has held it in 25 quarters since. The position peaked at $335K in Q3 2024. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Hilltop Wealth Advisors held 3,379 shares of Ventas worth $300K as of Q2 2026.
Hilltop Wealth Advisors bought 30 Ventas shares in Q2 2026, an estimated $2.56K.
Ventas made up 0.15% of Hilltop Wealth Advisors's portfolio in Q2 2026, its #57 holding.
Hilltop Wealth Advisors first reported a position in Ventas in Q4 2019 and has held it in 25 quarters since.
Hilltop Wealth Advisors's Ventas position peaked at $335K in Q3 2024.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Hilltop Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.