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Larson Financial Group’s Ventas VTR Stock Holding History

Larson Financial Group’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 		$282K Buy
3,175
+80
+3% +$6.82K 0.01% 720
2026
Q1 		$253K Buy
3,095
+561
+22% +$45.9K 0.01% 649
2025
Q4 		$196K Buy
2,534
+795
+46% +$60K 0.01% 700
2025
Q3 		$122K Buy
1,739
+1,325
+320% +$89K ﹤0.01% 842
2025
Q2 		$26.1K Buy
414
+41
+11% +$2.68K ﹤0.01% 1355
2025
Q1 		$25.6K Buy
373
+347
+1,335% +$22.2K ﹤0.01% 1270
2024
Q4 		$1.53K Buy
26
+16
+160% +$1K ﹤0.01% 1937
2024
Q3 		$641 Buy
+10
New +$584 ﹤0.01% 2075
2023
Q4 		– Sell
-300
Closed -$12.6K – 1908
2023
Q3 		$12.6K Buy
+300
New +$13.5K ﹤0.01% 935
2022
Q4 		– Hold
0
– – – 1487

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

Larson Financial Group's VTR Position: Q2 2026 in Review

Larson Financial Group increased its Ventas (VTR) stake by 2.6% in Q2 2026, buying an estimated $6.82K and bringing the position to 3,175 shares worth $282K. The position accounts for 0.01% of the portfolio, ranked #720.

Larson Financial Group first reported a position in VTR in Q3 2023 and has held it in 9 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Larson Financial Group held 3,175 shares of Ventas worth $282K as of Q2 2026.
  • Larson Financial Group bought 80 Ventas shares in Q2 2026, an estimated $6.82K.
  • Ventas made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #720 holding.
  • Larson Financial Group first reported a position in Ventas in Q3 2023 and has held it in 9 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.