Morton Brown Family Wealth’s Ventas VTR Stock Holding History

Morton Brown Family 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 Q2	$533	Buy	+6	New	+$511	﹤0.01%	364

Other funds holding VTR

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

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Morton Brown Family Wealth's VTR Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Ventas (VTR) in Q2 2026: 6 shares worth $533. The stake represents ﹤0.01% of the portfolio and ranks #364 among its holdings.

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

Morton Brown Family Wealth held 6 shares of Ventas worth $533 as of Q2 2026.
Ventas was a new Morton Brown Family Wealth position in Q2 2026.
Ventas made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #364 holding.
216 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.