Lido Advisors’s Ventas VTR Stock Holding History

Lido 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	$806K	Buy	9,019 +1,855	+26%	+$158K	﹤0.01%	1205
2026 Q1	$589K	Buy	7,164 +925	+15%	+$75.7K	﹤0.01%	1209
2025 Q4	$451K	Buy	6,239 +192	+3%	+$14.5K	﹤0.01%	1342
2025 Q3	$426K	Buy	6,047 +1,828	+43%	+$123K	﹤0.01%	1300
2025 Q2	$268K	Buy	4,219 +539	+15%	+$35.2K	﹤0.01%	1390
2025 Q1	$255K	Buy	3,680 +213	+6%	+$13.6K	﹤0.01%	1276
2024 Q4	$206K	Sell	3,467 -215	-6%	-$13.5K	﹤0.01%	1372
2024 Q3	$236K	Buy	+3,682	New	+$215K	﹤0.01%	1261
2019 Q4	–	Sell	-3,222	Closed	-$238K	–	687
2019 Q3	$238K	Buy	+3,222	New	+$229K	0.01%	501

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Lido Advisors's VTR Position: Q2 2026 in Review

Lido Advisors increased its Ventas (VTR) stake by 26% in Q2 2026, buying an estimated $158K and bringing the position to 9,019 shares worth $806K. The position accounts for ﹤0.01% of the portfolio, ranked #1205.

Lido Advisors first reported a position in VTR in Q3 2019 and has held it in 9 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Lido Advisors held 9,019 shares of Ventas worth $806K as of Q2 2026.
Lido Advisors bought 1,855 Ventas shares in Q2 2026, an estimated $158K.
Ventas made up ﹤0.01% of Lido Advisors's portfolio in Q2 2026, its #1205 holding.
Lido Advisors first reported a position in Ventas in Q3 2019 and has held it in 9 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.