Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$292K Buy
+3,288
New +$280K 0.01% 753
2026
Q1
Sell
-3,158
Closed -$244K 866
2025
Q4
$244K Buy
3,158
+1
+0% +$75 0.01% 687
2025
Q3
$221K Buy
+3,157
New +$212K 0.01% 723
2025
Q2
Sell
-3,157
Closed -$217K 752
2025
Q1
$217K Buy
+3,157
New +$202K 0.01% 641
2020
Q1
Sell
-7,655
Closed -$441K 418
2019
Q4
$441K Buy
+7,655
New +$481K 0.08% 252

Other funds holding VTR

IFG Advisory's VTR Position: Q2 2026 in Review

IFG Advisory opened a new position in Ventas (VTR) in Q2 2026: 3,288 shares worth $292K. The stake represents 0.01% of the portfolio and ranks #753 among its holdings. This is a return to the name: IFG Advisory previously reported a position in VTR as recently as Q4 2025.

IFG Advisory first reported a position in VTR in Q4 2019 and has held it in 5 quarters since. The position peaked at $441K in Q4 2019. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • IFG Advisory held 3,288 shares of Ventas worth $292K as of Q2 2026.
  • Ventas was a new IFG Advisory position in Q2 2026.
  • Ventas made up 0.01% of IFG Advisory's portfolio in Q2 2026, its #753 holding.
  • IFG Advisory first reported a position in Ventas in Q4 2019 and has held it in 5 quarters since.
  • IFG Advisory's Ventas position peaked at $441K in Q4 2019.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.