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VTR icon

Inspire Investing’s Ventas VTR Stock Holding History

Inspire Investing’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 		$6.97M Buy
78,449
+6,738
+9% +$574K 0.29% 66
2026
Q1 		$5.86M Buy
71,711
+21,960
+44% +$1.8M 0.34% 56
2025
Q4 		$3.85M Buy
49,751
+4,221
+9% +$318K 0.35% 55
2025
Q3 		$3.19M Sell
45,530
-1,823
-4% -$122K 0.31% 65
2025
Q2 		$2.99M Buy
47,353
+3,417
+8% +$223K 0.33% 65
2025
Q1 		$3.02M Buy
43,936
+2,760
+7% +$176K 0.36% 55
2024
Q4 		$2.42M Buy
41,176
+576
+1% +$36.2K 0.27% 81
2024
Q3 		$2.6M Sell
40,600
-1,882
-4% -$110K 0.27% 79
2024
Q2 		$2.18M Sell
42,482
-11,315
-21% -$530K 0.25% 99
2024
Q1 		$2.34M Buy
53,797
+6,894
+15% +$313K 0.24% 100
2023
Q4 		$2.34M Buy
46,903
+977
+2% +$43.8K 0.26% 91
2023
Q3 		$1.93M Sell
45,926
-4,787
-9% -$216K 0.25% 93
2023
Q2 		$2.4M Sell
50,713
-7,109
-12% -$322K 0.29% 81
2023
Q1 		$2.51M Buy
57,822
+6,184
+12% +$298K 0.32% 75
2022
Q4 		$2.33M Buy
51,638
+1,895
+4% +$79.9K 0.3% 71
2022
Q3 		$2M Buy
49,743
+1,337
+3% +$65.7K 0.28% 81
2022
Q2 		$2.49M Sell
48,406
-770
-2% -$43.1K 0.33% 64
2022
Q1 		$3.04M Sell
49,176
-5,989
-11% -$327K 0.35% 61
2021
Q4 		$2.82M Buy
55,165
+3,884
+8% +$203K 0.32% 83
2021
Q3 		$2.83M Buy
+51,281
New +$2.94M 0.36% 67
2020
Q2 		– Sell
-1,293
Closed -$35K – 722
2020
Q1 		$35K Buy
+1,293
New +$64.2K 0.01% 600
2018
Q1 		– Sell
-9
Closed -$1K – 693
2017
Q4 		$1K Buy
+9
New +$569 ﹤0.01% 894

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
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

Inspire Investing's VTR Position: Q2 2026 in Review

Inspire Investing increased its Ventas (VTR) stake by 9.4% in Q2 2026, buying an estimated $574K and bringing the position to 78,449 shares worth $6.97M. The position accounts for 0.29% of the portfolio, ranked #66.

Inspire Investing first reported a position in VTR in Q4 2017 and has held it in 22 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Inspire Investing held 78,449 shares of Ventas worth $6.97M as of Q2 2026.
  • Inspire Investing bought 6,738 Ventas shares in Q2 2026, an estimated $574K.
  • Ventas made up 0.29% of Inspire Investing's portfolio in Q2 2026, its #66 holding.
  • Inspire Investing first reported a position in Ventas in Q4 2017 and has held it in 22 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Inspire Investing's 13F filing for Q2 2026, filed 12 Aug 2026.