MWM
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Mission Wealth Management’s Ventas VTR Stock Holding History

Mission Wealth Management’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 		$780K Buy
+8,788
New +$749K 0.01% 548

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

Mission Wealth Management's VTR Position: Q2 2026 in Review

Mission Wealth Management opened a new position in Ventas (VTR) in Q2 2026: 8,788 shares worth $780K. The stake represents 0.01% of the portfolio and ranks #548 among its holdings.

948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Mission Wealth Management held 8,788 shares of Ventas worth $780K as of Q2 2026.
  • Ventas was a new Mission Wealth Management position in Q2 2026.
  • Ventas made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #548 holding.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.