Institute for Wealth Management’s Ventas VTR Stock Holding History

Institute for Wealth Management’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	$8.88K	Buy	+100	New	+$8.52K	﹤0.01%	1345

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 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

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Institute for Wealth Management's VTR Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Ventas (VTR) in Q2 2026: 100 shares worth $8.88K. The stake represents ﹤0.01% of the portfolio and ranks #1345 among its holdings.

551 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Institute for Wealth Management held 100 shares of Ventas worth $8.88K as of Q2 2026.
Ventas was a new Institute for Wealth Management position in Q2 2026.
Ventas made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1345 holding.
551 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.