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Legacy Financial Independent Advisors’s Ventas VTR Stock Holding History

Legacy Financial Independent Advisors’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 		$559K Sell
6,293
-1,351
-18% -$115K 0.26% 72
2026
Q1 		$625K Buy
+7,644
New +$626K 0.33% 60

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

Legacy Financial Independent Advisors's VTR Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Ventas (VTR) stake by 18% in Q2 2026, selling an estimated $115K and leaving 6,293 shares worth $559K. The position accounts for 0.26% of the portfolio, ranked #72.

Legacy Financial Independent Advisors first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $625K in Q1 2026. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Legacy Financial Independent Advisors held 6,293 shares of Ventas worth $559K as of Q2 2026.
  • Legacy Financial Independent Advisors sold 1,351 Ventas shares in Q2 2026, an estimated $115K.
  • Ventas made up 0.26% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #72 holding.
  • Legacy Financial Independent Advisors first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Ventas position peaked at $625K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.