MBL Wealth
VTR icon

MBL Wealth’s Ventas VTR Stock Holding History

MBL Wealth’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
Q3 		$519K Buy
+6,108
New +$560K 0.03% 299

Other funds holding VTR

Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return

MBL Wealth's VTR Position: Q3 2026 in Review

MBL Wealth opened a new position in Ventas (VTR) in Q3 2026: 6,108 shares worth $519K. The stake represents 0.03% of the portfolio and ranks #299 among its holdings.

766 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • MBL Wealth held 6,108 shares of Ventas worth $519K as of Q3 2026.
  • Ventas was a new MBL Wealth position in Q3 2026.
  • Ventas made up 0.03% of MBL Wealth's portfolio in Q3 2026, its #299 holding.
  • 766 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on MBL Wealth's 13F filing for Q3 2026, filed 22 Oct 2026.