Johnson Financial Group Inc (Wisconsin)’s Ventas VTR Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$2.95K	Sell	33 -43	-57%	-$3.67K	﹤0.01%	740
2026 Q1	$6.25K	Sell	76 -11	-13%	-$900	﹤0.01%	677
2025 Q4	$6.78K	Sell	87 -64	-42%	-$4.83K	﹤0.01%	682
2025 Q3	$10.6K	Buy	+151	New	+$10.1K	﹤0.01%	769
2024 Q2	–	Sell	-7	Closed	-$308	–	962
2024 Q1	$308	Hold	7	–	–	﹤0.01%	739
2023 Q4	$353	Buy	+7	New	+$314	﹤0.01%	855
2021 Q3	–	Sell	-240	Closed	-$14K	–	800
2021 Q2	$14K	Hold	240	–	–	﹤0.01%	544
2021 Q1	$13K	Buy	+240	New	+$12.3K	﹤0.01%	534

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

Johnson Financial Group Inc (Wisconsin)'s VTR Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Ventas (VTR) stake by 57% in Q2 2026, selling an estimated $3.67K and leaving 33 shares worth $2.95K. The position accounts for ﹤0.01% of the portfolio, ranked #740.

Johnson Financial Group Inc (Wisconsin) first reported a position in VTR in Q1 2021 and has held it in 8 quarters since. The position peaked at $14K in Q2 2021. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 33 shares of Ventas worth $2.95K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 43 Ventas shares in Q2 2026, an estimated $3.67K.
Ventas made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #740 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Ventas in Q1 2021 and has held it in 8 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Ventas position peaked at $14K in Q2 2021.
946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.