JNBA Financial Advisors’s Ventas VTR Stock Holding History

JNBA Financial 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	$50.9K	Hold	573	–	–	﹤0.01%	321
2026 Q1	$46.9K	Hold	573	–	–	﹤0.01%	320
2025 Q4	$44.3K	Hold	573	–	–	﹤0.01%	323
2025 Q3	$40.1K	Hold	573	–	–	﹤0.01%	331
2025 Q2	$36.2K	Hold	573	–	–	﹤0.01%	325
2025 Q1	$39.4K	Hold	573	–	–	﹤0.01%	310
2024 Q4	$33.7K	Hold	573	–	–	﹤0.01%	327
2024 Q3	$36.7K	Hold	573	–	–	﹤0.01%	320
2024 Q2	$29.4K	Hold	573	–	–	﹤0.01%	344
2024 Q1	$24.9K	Hold	573	–	–	﹤0.01%	366
2023 Q4	$28.6K	Hold	573	–	–	﹤0.01%	348
2023 Q3	$24.1K	Hold	573	–	–	﹤0.01%	364
2023 Q2	$27.1K	Hold	573	–	–	﹤0.01%	357
2023 Q1	$24.8K	Hold	573	–	–	﹤0.01%	365
2022 Q4	$25.8K	Hold	573	–	–	﹤0.01%	345
2022 Q3	$23K	Hold	573	–	–	﹤0.01%	361
2022 Q2	$29K	Hold	573	–	–	﹤0.01%	346
2022 Q1	$35K	Hold	573	–	–	﹤0.01%	331
2021 Q4	$29K	Hold	573	–	–	﹤0.01%	370
2021 Q3	$32K	Hold	573	–	–	﹤0.01%	348
2021 Q2	$33K	Hold	573	–	–	﹤0.01%	340
2021 Q1	$31K	Hold	573	–	–	﹤0.01%	337
2020 Q4	$28K	Hold	573	–	–	﹤0.01%	326
2020 Q3	$24K	Hold	573	–	–	﹤0.01%	318
2020 Q2	$21K	Hold	573	–	–	﹤0.01%	329
2020 Q1	$15K	Hold	573	–	–	﹤0.01%	345
2019 Q4	$33K	Hold	573	–	–	0.01%	293
2019 Q3	$42K	Sell	573 -213	-27%	-$15.1K	0.01%	255
2019 Q2	$54K	Hold	786	–	–	0.01%	234
2019 Q1	$50K	Sell	786 -63	-7%	-$3.94K	0.01%	229
2018 Q4	$50K	Sell	849 -731	-46%	-$43.1K	0.01%	205
2018 Q3	$86K	Buy	1,580 +794	+101%	+$46K	0.04%	189
2018 Q2	$45K	Hold	786	–	–	0.01%	236
2018 Q1	$39K	Hold	786	–	–	0.01%	250
2017 Q4	$47K	Hold	786	–	–	0.01%	223
2017 Q3	$51K	Hold	786	–	–	0.01%	210
2017 Q2	$55K	Hold	786	–	–	0.01%	198
2017 Q1	$51K	Hold	786	–	–	0.01%	204
2016 Q4	$49K	Sell	786 -605	-43%	-$38.3K	0.01%	209
2016 Q3	$98K	Buy	1,391 +605	+77%	+$43.9K	0.01%	366
2016 Q2	$57K	Hold	786	–	–	0.02%	191
2016 Q1	$49K	Hold	786	–	–	0.02%	200
2015 Q4	$44K	Hold	786	–	–	0.02%	207
2015 Q3	$44K	Buy	786 +98	+14%	+$6.43K	0.02%	196
2015 Q2	$49K	Hold	688	–	–	0.02%	189
2015 Q1	$57K	Hold	688	–	–	0.02%	175
2014 Q4	$56K	Hold	688	–	–	0.02%	178
2014 Q3	$49K	Hold	688	–	–	0.02%	190
2014 Q2	$50K	Hold	688	–	–	0.02%	178
2014 Q1	$48K	Hold	688	–	–	0.03%	170
2013 Q4	$45K	Hold	688	–	–	0.02%	169
2013 Q3	$48K	Hold	688	–	–	0.03%	160
2013 Q2	$55K	Buy	+688	New	+$59.1K	0.04%	147

Other funds holding VTR

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

JNBA Financial Advisors's VTR Position: Q2 2026 in Review

JNBA Financial Advisors held its Ventas (VTR) position steady in Q2 2026 at 573 shares worth $50.9K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

JNBA Financial Advisors first reported a position in VTR in Q2 2013 and has held it in 53 quarters since. The position peaked at $98K in Q3 2016. 251 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

JNBA Financial Advisors held 573 shares of Ventas worth $50.9K as of Q2 2026.
JNBA Financial Advisors left its Ventas share count unchanged in Q2 2026.
Ventas made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q2 2026, its #321 holding.
JNBA Financial Advisors first reported a position in Ventas in Q2 2013 and has held it in 53 quarters since.
JNBA Financial Advisors's Ventas position peaked at $98K in Q3 2016.
251 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.