JFS Wealth Advisors’s Ventas VTR Stock Holding History

JFS Wealth Advisors’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	$331K	Buy	3,729 +28	+0.8%	+$2.39K	0.02%	277
2026 Q1	$303K	Hold	3,701	–	–	0.02%	277
2025 Q4	$286K	Hold	3,701	–	–	0.02%	278
2025 Q3	$259K	Hold	3,701	–	–	0.02%	297
2025 Q2	$234K	Buy	3,701 +1,200	+48%	+$78.3K	0.01%	283
2025 Q1	$172K	Hold	2,501	–	–	0.01%	318
2024 Q4	$147K	Hold	2,501	–	–	0.01%	322
2024 Q3	$160K	Buy	2,501 +2,500	+250,000%	+$146K	0.01%	316
2024 Q2	$52	Sell	1 -4	-80%	-$187	﹤0.01%	1956
2024 Q1	$218	Sell	5 -15	-75%	-$681	﹤0.01%	1888
2023 Q4	$997	Buy	+20	New	+$896	﹤0.01%	1660
2021 Q4	–	Sell	-185	Closed	-$10K	–	1896
2021 Q3	$10K	Hold	185	–	–	﹤0.01%	648
2021 Q2	$11K	Buy	+185	New	+$10.3K	﹤0.01%	437
2018 Q4	–	Sell	-54	Closed	-$3K	–	540
2018 Q3	$3K	Buy	+54	New	+$3.13K	﹤0.01%	489

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 $3.37T AUM 44.26% 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

JFS Wealth Advisors's VTR Position: Q2 2026 in Review

JFS Wealth Advisors increased its Ventas (VTR) stake by 0.76% in Q2 2026, buying an estimated $2.39K and bringing the position to 3,729 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #277.

JFS Wealth Advisors first reported a position in VTR in Q3 2018 and has held it in 14 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

JFS Wealth Advisors held 3,729 shares of Ventas worth $331K as of Q2 2026.
JFS Wealth Advisors bought 28 Ventas shares in Q2 2026, an estimated $2.39K.
Ventas made up 0.02% of JFS Wealth Advisors's portfolio in Q2 2026, its #277 holding.
JFS Wealth Advisors first reported a position in Ventas in Q3 2018 and has held it in 14 quarters since.
948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.