MYIA
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Mount Yale Investment Advisors’s Ventas VTR Stock Holding History

Mount Yale Investment Advisors’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 		$225K Buy
+2,532
New +$216K ﹤0.01% 1104
2025
Q3 		– Sell
-553
Closed -$34.9K – 1586
2025
Q2 		$34.9K Buy
+553
New +$36.1K ﹤0.01% 917
2018
Q2 		– Sell
-60
Closed -$3K – 1010
2018
Q1 		$3K Buy
+60
New +$3.15K ﹤0.01% 909

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 $3.38T AUM 44.17% 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 Yale Investment Advisors's VTR Position: Q2 2026 in Review

Mount Yale Investment Advisors opened a new position in Ventas (VTR) in Q2 2026: 2,532 shares worth $225K. The stake represents ﹤0.01% of the portfolio and ranks #1104 among its holdings. This is a return to the name: Mount Yale Investment Advisors previously reported a position in VTR as recently as Q2 2025.

Mount Yale Investment Advisors first reported a position in VTR in Q1 2018 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Mount Yale Investment Advisors held 2,532 shares of Ventas worth $225K as of Q2 2026.
  • Ventas was a new Mount Yale Investment Advisors position in Q2 2026.
  • Ventas made up ﹤0.01% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #1104 holding.
  • Mount Yale Investment Advisors first reported a position in Ventas in Q1 2018 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.