Insigneo Advisory Services’s Ventas VTR Stock Holding History

Insigneo Advisory 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	$582K	Buy	6,558 +686	+12%	+$58.5K	0.02%	448
2026 Q1	$480K	Buy	5,872 +54	+0.9%	+$4.42K	0.03%	389
2025 Q4	$450K	Sell	5,818 -6	-0.1%	-$453	0.03%	393
2025 Q3	$408K	Sell	5,824 -124	-2%	-$8.33K	0.03%	424
2025 Q2	$376K	Buy	5,948 +29	+0.5%	+$1.89K	0.03%	403
2025 Q1	$407K	Buy	+5,919	New	+$378K	0.04%	348
2024 Q2	–	Sell	-5,553	Closed	-$244K	–	644
2024 Q1	$244K	Buy	5,553 +38	+0.7%	+$1.73K	0.03%	429
2023 Q4	$277K	Buy	5,515 +4	+0.1%	+$179	0.04%	344
2023 Q3	$235K	Sell	5,511 -2	-0%	-$90	0.05%	334
2023 Q2	$263K	Buy	5,513 +13	+0.2%	+$589	0.05%	307
2023 Q1	$247K	Buy	5,500 +1,100	+25%	+$53K	0.08%	228
2022 Q4	$200K	Buy	+4,400	New	+$186K	0.08%	252

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

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

Insigneo Advisory Services increased its Ventas (VTR) stake by 12% in Q2 2026, buying an estimated $58.5K and bringing the position to 6,558 shares worth $582K. The position accounts for 0.02% of the portfolio, ranked #448.

Insigneo Advisory Services first reported a position in VTR in Q4 2022 and has held it in 12 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Insigneo Advisory Services held 6,558 shares of Ventas worth $582K as of Q2 2026.
Insigneo Advisory Services bought 686 Ventas shares in Q2 2026, an estimated $58.5K.
Ventas made up 0.02% of Insigneo Advisory Services's portfolio in Q2 2026, its #448 holding.
Insigneo Advisory Services first reported a position in Ventas in Q4 2022 and has held it in 12 quarters since.
955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

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