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Jackson Thornton Wealth Management’s Ventas VTR Stock Holding History

Jackson Thornton 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 		$339K Buy
+3,819
New +$326K 0.03% 247
2026
Q1 		– Sell
-5,054
Closed -$385K – 345
2025
Q4 		$385K Buy
+5,054
New +$381K 0.04% 148

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 $3.38T AUM 44.17% 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

Jackson Thornton Wealth Management's VTR Position: Q2 2026 in Review

Jackson Thornton Wealth Management opened a new position in Ventas (VTR) in Q2 2026: 3,819 shares worth $339K. The stake represents 0.03% of the portfolio and ranks #247 among its holdings. This is a return to the name: Jackson Thornton Wealth Management previously reported a position in VTR as recently as Q4 2025.

Jackson Thornton Wealth Management first reported a position in VTR in Q4 2025 and has held it in 2 quarters since. The position peaked at $385K in Q4 2025. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Jackson Thornton Wealth Management held 3,819 shares of Ventas worth $339K as of Q2 2026.
  • Ventas was a new Jackson Thornton Wealth Management position in Q2 2026.
  • Ventas made up 0.03% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #247 holding.
  • Jackson Thornton Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 2 quarters since.
  • Jackson Thornton Wealth Management's Ventas position peaked at $385K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.