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Mount Lucas Management’s Ventas VTR Stock Holding History

Mount Lucas 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 		$2.14M Buy
24,065
+886
+4% +$75.5K 0.76% 38
2026
Q1 		$1.9M Buy
+23,179
New +$1.9M 0.7% 37

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

Mount Lucas Management's VTR Position: Q2 2026 in Review

Mount Lucas Management increased its Ventas (VTR) stake by 3.8% in Q2 2026, buying an estimated $75.5K and bringing the position to 24,065 shares worth $2.14M. The position accounts for 0.76% of the portfolio, ranked #38.

Mount Lucas Management first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 951 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Mount Lucas Management held 24,065 shares of Ventas worth $2.14M as of Q2 2026.
  • Mount Lucas Management bought 886 Ventas shares in Q2 2026, an estimated $75.5K.
  • Ventas made up 0.76% of Mount Lucas Management's portfolio in Q2 2026, its #38 holding.
  • Mount Lucas Management first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 951 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Mount Lucas Management's 13F filing for Q2 2026, filed 10 Aug 2026.