IMA Advisory Services’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$447 Hold
5
﹤0.01% 1279
2026
Q1
$411 Hold
5
﹤0.01% 885
2025
Q4
$389 Hold
5
﹤0.01% 888
2025
Q3
$352 Hold
5
﹤0.01% 438
2025
Q2
$318 Buy
+5
New +$326 ﹤0.01% 434

Other funds holding VTR

IMA Advisory Services's VTR Position: Q2 2026 in Review

IMA Advisory Services held its Ventas (VTR) position steady in Q2 2026 at 5 shares worth $447. The position accounts for ﹤0.01% of the portfolio, ranked #1279.

IMA Advisory Services first reported a position in VTR in Q2 2025 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • IMA Advisory Services held 5 shares of Ventas worth $447 as of Q2 2026.
  • IMA Advisory Services left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of IMA Advisory Services's portfolio in Q2 2026, its #1279 holding.
  • IMA Advisory Services first reported a position in Ventas in Q2 2025 and has held it in 5 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.