Icon Wealth Advisors’s Ventas VTR Stock Holding History

Icon 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	$1.23M	Buy	13,811 +6,830	+98%	+$582K	0.07%	163
2026 Q1	$610K	Buy	+6,981	New	+$571K	0.04%	234

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 $3.38T AUM 44.17% 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

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

Icon Wealth Advisors increased its Ventas (VTR) stake by 98% in Q2 2026, buying an estimated $582K and bringing the position to 13,811 shares worth $1.23M. The position accounts for 0.07% of the portfolio, ranked #163.

Icon Wealth Advisors first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Icon Wealth Advisors held 13,811 shares of Ventas worth $1.23M as of Q2 2026.
Icon Wealth Advisors bought 6,830 Ventas shares in Q2 2026, an estimated $582K.
Ventas made up 0.07% of Icon Wealth Advisors's portfolio in Q2 2026, its #163 holding.
Icon Wealth Advisors first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Icon Wealth Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.