Loring Wolcott & Coolidge Fiduciary Advisors’s Ventas VTR Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$44.4K	Hold	500	–	–	﹤0.01%	446
2026 Q1	$42.5K	Hold	500	–	–	﹤0.01%	433
2025 Q4	$38K	Hold	500	–	–	﹤0.01%	437
2025 Q3	$35K	Hold	500	–	–	﹤0.01%	450
2025 Q2	$31.6K	Hold	500	–	–	﹤0.01%	423
2025 Q1	$34.3K	Hold	500	–	–	﹤0.01%	409
2024 Q4	$30.9K	Hold	500	–	–	﹤0.01%	433
2024 Q3	$33K	Hold	500	–	–	﹤0.01%	425
2024 Q2	$26.6K	Hold	500	–	–	﹤0.01%	432
2024 Q1	$21.6K	Hold	500	–	–	﹤0.01%	453
2023 Q4	$23.2K	Hold	500	–	–	﹤0.01%	453
2023 Q3	$22K	Hold	500	–	–	﹤0.01%	476
2023 Q2	$23.6K	Hold	500	–	–	﹤0.01%	489
2023 Q1	$21.7K	Hold	500	–	–	﹤0.01%	465
2022 Q4	$22.5K	Hold	500	–	–	﹤0.01%	459
2022 Q3	$20K	Hold	500	–	–	﹤0.01%	486
2022 Q2	$26K	Hold	500	–	–	﹤0.01%	485
2022 Q1	$31K	Hold	500	–	–	﹤0.01%	484
2021 Q4	$26K	Hold	500	–	–	﹤0.01%	520
2021 Q3	$28K	Hold	500	–	–	﹤0.01%	503
2021 Q2	$29K	Buy	+500	New	+$27.9K	﹤0.01%	511
2021 Q1	–	Sell	-500	Closed	-$25K	–	699
2020 Q4	$25K	Buy	+500	New	+$23.1K	﹤0.01%	489
2017 Q4	–	Sell	-2	Closed	–	–	878
2017 Q3	$0	Buy	+2	New	+$135	﹤0.01%	907

Other funds holding VTR

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

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

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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's VTR Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Ventas (VTR) position steady in Q2 2026 at 500 shares worth $44.4K. The position accounts for ﹤0.01% of the portfolio, ranked #446.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in VTR in Q3 2017 and has held it in 23 quarters since. 504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 500 shares of Ventas worth $44.4K as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Ventas share count unchanged in Q2 2026.
Ventas made up ﹤0.01% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #446 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Ventas in Q3 2017 and has held it in 23 quarters since.
504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.