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Hughes Financial Services’s Ventas VTR Stock Holding History

Hughes 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 		$4.17K Buy
47
+22
+88% +$1.88K ﹤0.01% 562
2026
Q1 		$2.04K Buy
25
+5
+25% +$409 ﹤0.01% 591
2025
Q4 		$1.55K Buy
20
+5
+33% +$377 ﹤0.01% 609
2025
Q3 		$1.14K Hold
15
– – ﹤0.01% 686
2025
Q2 		$1.03K Sell
15
-21
-58% -$1.37K ﹤0.01% 703
2025
Q1 		$2.49K Buy
+36
New +$2.3K ﹤0.01% 532

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 $3.38T AUM 44.17% 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

Hughes Financial Services's VTR Position: Q2 2026 in Review

Hughes Financial Services increased its Ventas (VTR) stake by 88% in Q2 2026, buying an estimated $1.88K and bringing the position to 47 shares worth $4.17K. The position accounts for ﹤0.01% of the portfolio, ranked #562.

Hughes Financial Services first reported a position in VTR in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Hughes Financial Services held 47 shares of Ventas worth $4.17K as of Q2 2026.
  • Hughes Financial Services bought 22 Ventas shares in Q2 2026, an estimated $1.88K.
  • Ventas made up ﹤0.01% of Hughes Financial Services's portfolio in Q2 2026, its #562 holding.
  • Hughes Financial Services first reported a position in Ventas in Q1 2025 and has held it in 6 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Hughes Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.