Jupiter Asset Management’s Ventas VTR Stock Holding History

Jupiter Asset 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 Q3	–	Sell	-202,547	Closed	-$18M	–	672
2026 Q2	$18M	Buy	+202,547	New	+$17.3M	0.09%	249
2025 Q3	–	Sell	-77,740	Closed	-$4.91M	–	564
2025 Q2	$4.91M	Buy	+77,740	New	+$5.08M	0.04%	280
2022 Q4	–	Sell	-20,612	Closed	-$828K	–	580
2022 Q3	$828K	Buy	+20,612	New	+$1.01M	0.01%	408
2021 Q4	–	Sell	-30,065	Closed	-$1.66M	–	648
2021 Q3	$1.66M	Buy	30,065 +10,942	+57%	+$627K	0.02%	364
2021 Q2	$1.09M	Buy	+19,123	New	+$1.07M	0.01%	432

Other funds holding VTR

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return

Jupiter Asset Management's VTR Position: Q3 2026 in Review

Jupiter Asset Management sold out of Ventas (VTR) in Q3 2026, closing a stake of 202,547 shares — an estimated $18M sold.

Jupiter Asset Management first reported a position in VTR in Q2 2021 and held it in 5 quarters. The position peaked at $18M in Q2 2026. 821 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Jupiter Asset Management reported no remaining Ventas position as of Q3 2026 after selling out during the quarter.
Jupiter Asset Management sold 202,547 Ventas shares in Q3 2026, an estimated $18M.
Jupiter Asset Management first reported a position in Ventas in Q2 2021 and held it in 5 quarters.
Jupiter Asset Management's Ventas position peaked at $18M in Q2 2026.
821 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Jupiter Asset Management's 13F filing for Q3 2026, filed 10 Nov 2026.