Monument Capital Management’s Ventas VTR Stock Holding History

Monument Capital 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	$238K	Sell	2,684 -2,731	-50%	-$233K	0.05%	236
2026 Q1	$443K	Sell	5,415 -191	-3%	-$15.6K	0.11%	142
2025 Q4	$434K	Sell	5,606 -893	-14%	-$67.4K	0.11%	143
2025 Q3	$455K	Buy	6,499 +854	+15%	+$57.4K	0.11%	142
2025 Q2	$356K	Sell	5,645 -467	-8%	-$30.5K	0.09%	149
2025 Q1	$420K	Buy	+6,112	New	+$390K	0.13%	130
2018 Q4	–	Sell	-500	Closed	-$27K	–	301
2018 Q3	$27K	Buy	+500	New	+$28.9K	0.02%	150

Other funds holding VTR

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Monument Capital Management's VTR Position: Q2 2026 in Review

Monument Capital Management reduced its Ventas (VTR) stake by 50% in Q2 2026, selling an estimated $233K and leaving 2,684 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #236.

Monument Capital Management first reported a position in VTR in Q3 2018 and has held it in 7 quarters since. The position peaked at $455K in Q3 2025. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Monument Capital Management held 2,684 shares of Ventas worth $238K as of Q2 2026.
Monument Capital Management sold 2,731 Ventas shares in Q2 2026, an estimated $233K.
Ventas made up 0.05% of Monument Capital Management's portfolio in Q2 2026, its #236 holding.
Monument Capital Management first reported a position in Ventas in Q3 2018 and has held it in 7 quarters since.
Monument Capital Management's Ventas position peaked at $455K in Q3 2025.
346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.