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Medallion Wealth Advisors’s Ventas VTR Stock Holding History

Medallion Wealth 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 		$89 Buy
+1
New +$85 ﹤0.01% 1143
2025
Q2 		– Sell
-1,550
Closed -$107K – 1131
2025
Q1 		$107K Hold
1,550
– – 0.05% 298
2024
Q4 		$91.3K Buy
+1,550
New +$97.4K 0.05% 317

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

Medallion Wealth Advisors's VTR Position: Q2 2026 in Review

Medallion Wealth Advisors opened a new position in Ventas (VTR) in Q2 2026: 1 share worth $89. The stake represents ﹤0.01% of the portfolio and ranks #1143 among its holdings. This is a return to the name: Medallion Wealth Advisors previously reported a position in VTR as recently as Q1 2025.

Medallion Wealth Advisors first reported a position in VTR in Q4 2024 and has held it in 3 quarters since. The position peaked at $107K in Q1 2025. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Medallion Wealth Advisors held 1 share of Ventas worth $89 as of Q2 2026.
  • Ventas was a new Medallion Wealth Advisors position in Q2 2026.
  • Ventas made up ﹤0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #1143 holding.
  • Medallion Wealth Advisors first reported a position in Ventas in Q4 2024 and has held it in 3 quarters since.
  • Medallion Wealth Advisors's Ventas position peaked at $107K in Q1 2025.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.