Koshinski Asset Management
VTR icon

Koshinski Asset Management’s Ventas VTR Stock Holding History

Koshinski 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
Q2 		$786K Buy
8,855
+681
+8% +$58K 0.04% 347
2026
Q1 		$668K Buy
8,174
+47
+0.6% +$3.85K 0.04% 358
2025
Q4 		$629K Buy
8,127
+38
+0.5% +$2.87K 0.04% 372
2025
Q3 		$566K Buy
8,089
+40
+0.5% +$2.69K 0.04% 389
2025
Q2 		$508K Buy
8,049
+9
+0.1% +$588 0.04% 397
2025
Q1 		$553K Buy
8,040
+398
+5% +$25.4K 0.05% 355
2024
Q4 		$450M Sell
7,642
-644
-8% -$40.5K 0.04% 393
2024
Q3 		$531K Buy
8,286
+583
+8% +$34K 0.05% 354
2024
Q2 		$402K Sell
7,703
-555
-7% -$26K 0.04% 399
2024
Q1 		$360K Sell
8,258
-1,611
-16% -$73.2K 0.04% 394
2023
Q4 		$492K Buy
9,869
+2,427
+33% +$109K 0.07% 280
2023
Q3 		$314K Sell
7,442
-61
-0.8% -$2.75K 0.04% 424
2023
Q2 		$355K Buy
+7,503
New +$340K 0.04% 422
2022
Q4 		– Sell
-10,413
Closed -$418K – 637
2022
Q3 		$418K Buy
10,413
+648
+7% +$31.8K 0.05% 358
2022
Q2 		$502K Buy
9,765
+15
+0.2% +$840 0.05% 362
2022
Q1 		$602K Sell
9,750
-79
-0.8% -$4.32K 0.05% 351
2021
Q4 		$502K Sell
9,829
-812
-8% -$42.4K 0.04% 400
2021
Q3 		$587K Buy
10,641
+3,327
+45% +$191K 0.05% 365
2021
Q2 		$418K Buy
+7,314
New +$408K 0.05% 365
2021
Q1 		– Sell
-9,266
Closed -$454K – 643
2020
Q4 		$454K Sell
9,266
-2,430
-21% -$112K 0.06% 338
2020
Q3 		$517 Buy
11,696
+38
+0.3% +$1.52K 0.07% 294
2020
Q2 		$427K Buy
11,658
+321
+3% +$10.6K 0.07% 309
2020
Q1 		$304K Sell
11,337
-84
-0.7% -$4.17K 0.06% 341
2019
Q4 		$662K Buy
+11,421
New +$717K 0.11% 255

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 $3.37T AUM 44.26% 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

Koshinski Asset Management's VTR Position: Q2 2026 in Review

Koshinski Asset Management increased its Ventas (VTR) stake by 8.3% in Q2 2026, buying an estimated $58K and bringing the position to 8,855 shares worth $786K. The position accounts for 0.04% of the portfolio, ranked #347.

Koshinski Asset Management first reported a position in VTR in Q4 2019 and has held it in 24 quarters since. The position peaked at $450M in Q4 2024. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Koshinski Asset Management held 8,855 shares of Ventas worth $786K as of Q2 2026.
  • Koshinski Asset Management bought 681 Ventas shares in Q2 2026, an estimated $58K.
  • Ventas made up 0.04% of Koshinski Asset Management's portfolio in Q2 2026, its #347 holding.
  • Koshinski Asset Management first reported a position in Ventas in Q4 2019 and has held it in 24 quarters since.
  • Koshinski Asset Management's Ventas position peaked at $450M in Q4 2024.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.