KAS
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KPP Advisory Services’s Ventas VTR Stock Holding History

KPP Advisory Services’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 		$414K Hold
4,658
– – 0.05% 257
2026
Q1 		$381K Buy
4,658
+25
+0.5% +$2.05K 0.06% 253
2025
Q4 		$359K Buy
4,633
+15
+0.3% +$1.13K 0.05% 248
2025
Q3 		$323K Hold
4,618
– – 0.05% 264
2025
Q2 		$292K Sell
4,618
-112
-2% -$7.31K 0.05% 259
2025
Q1 		$325K Sell
4,730
-230
-5% -$14.7K 0.06% 236
2024
Q4 		$292K Buy
+4,960
New +$312K 0.07% 202

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

KPP Advisory Services's VTR Position: Q2 2026 in Review

KPP Advisory Services held its Ventas (VTR) position steady in Q2 2026 at 4,658 shares worth $414K. The position accounts for 0.05% of the portfolio, ranked #257.

KPP Advisory Services first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • KPP Advisory Services held 4,658 shares of Ventas worth $414K as of Q2 2026.
  • KPP Advisory Services left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.05% of KPP Advisory Services's portfolio in Q2 2026, its #257 holding.
  • KPP Advisory Services first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.