Meeder Advisory Services’s Ventas VTR Stock Holding History

Meeder Advisory Services’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 Q1	$459K	Buy	5,613 +40	+0.7%	+$3.27K	0.02%	416
2025 Q4	$431K	Buy	5,573 +1,457	+35%	+$110K	0.02%	425
2025 Q3	$288K	Buy	4,116 +80	+2%	+$5.38K	0.01%	501
2025 Q2	$255K	Buy	4,036 +108	+3%	+$7.05K	0.01%	521
2025 Q1	$270K	Sell	3,928 -85	-2%	-$5.43K	0.02%	480
2024 Q4	$236K	Buy	+4,013	New	+$252K	0.01%	502

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Meeder Advisory Services's VTR Position: Q1 2026 in Review

Meeder Advisory Services increased its Ventas (VTR) stake by 0.72% in Q1 2026, buying an estimated $3.27K and bringing the position to 5,613 shares worth $459K. The position accounts for 0.02% of the portfolio, ranked #416.

Meeder Advisory Services first reported a position in VTR in Q4 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Meeder Advisory Services held 5,613 shares of Ventas worth $459K as of Q1 2026.
Meeder Advisory Services bought 40 Ventas shares in Q1 2026, an estimated $3.27K.
Ventas made up 0.02% of Meeder Advisory Services's portfolio in Q1 2026, its #416 holding.
Meeder Advisory Services first reported a position in Ventas in Q4 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Meeder Advisory Services's 13F filing for Q1 2026, filed 7 May 2026.