Independence Bank of Kentucky’s Ventas VTR Stock Holding History

Independence Bank of Kentucky’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	$115K	Hold	1,299	–	–	0.01%	325
2026 Q1	$106K	Sell	1,299 -28	-2%	-$2.29K	0.01%	341
2025 Q4	$103K	Buy	1,327 +28	+2%	+$2.11K	0.01%	354
2025 Q3	$90.9K	Hold	1,299	–	–	0.01%	364
2025 Q2	$82K	Hold	1,299	–	–	0.01%	357
2025 Q1	$89.3K	Hold	1,299	–	–	0.01%	351
2024 Q4	$76.5K	Buy	+1,299	New	+$81.6K	0.01%	368
2021 Q4	–	Sell	-400	Closed	-$22K	–	410
2021 Q3	$22K	Hold	400	–	–	0.01%	296
2021 Q2	$23K	Hold	400	–	–	0.01%	293
2021 Q1	$21K	Hold	400	–	–	0.01%	294
2020 Q4	$20K	Hold	400	–	–	0.01%	289
2020 Q3	$17K	Hold	400	–	–	0.01%	289
2020 Q2	$15K	Hold	400	–	–	0.01%	270
2020 Q1	$11K	Hold	400	–	–	0.01%	281
2019 Q4	$23K	Hold	400	–	–	0.01%	259
2019 Q3	$29K	Hold	400	–	–	0.02%	244
2019 Q2	$27K	Hold	400	–	–	0.02%	217
2019 Q1	$26K	Hold	400	–	–	0.02%	221
2018 Q4	$23K	Hold	400	–	–	0.02%	222
2018 Q3	$22K	Sell	400 -11	-3%	-$637	0.02%	235
2018 Q2	$23K	Hold	411	–	–	0.02%	217
2018 Q1	$20K	Buy	411 +400	+3,636%	+$21K	0.02%	225
2017 Q4	$1K	Buy	+11	New	+$695	﹤0.01%	325

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Independence Bank of Kentucky's VTR Position: Q2 2026 in Review

Independence Bank of Kentucky held its Ventas (VTR) position steady in Q2 2026 at 1,299 shares worth $115K. The position accounts for 0.01% of the portfolio, ranked #325.

Independence Bank of Kentucky first reported a position in VTR in Q4 2017 and has held it in 23 quarters since. 676 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Independence Bank of Kentucky held 1,299 shares of Ventas worth $115K as of Q2 2026.
Independence Bank of Kentucky left its Ventas share count unchanged in Q2 2026.
Ventas made up 0.01% of Independence Bank of Kentucky's portfolio in Q2 2026, its #325 holding.
Independence Bank of Kentucky first reported a position in Ventas in Q4 2017 and has held it in 23 quarters since.
676 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.