MIM
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MTM Investment Management’s Ventas VTR Stock Holding History

MTM Investment 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 		$6.93K Sell
78
-200
-72% -$17K ﹤0.01% 572
2026
Q1 		$22.7K Hold
278
– – 0.01% 420
2025
Q4 		$21.5K Hold
278
– – 0.01% 429
2025
Q3 		$19.5K Sell
278
-64
-19% -$4.3K 0.01% 449
2025
Q2 		$21.6K Buy
+342
New +$22.3K 0.01% 437

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

MTM Investment Management's VTR Position: Q2 2026 in Review

MTM Investment Management reduced its Ventas (VTR) stake by 72% in Q2 2026, selling an estimated $17K and leaving 78 shares worth $6.93K. The position accounts for ﹤0.01% of the portfolio, ranked #572.

MTM Investment Management first reported a position in VTR in Q2 2025 and has held it in 5 quarters since. The position peaked at $22.7K in Q1 2026. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • MTM Investment Management held 78 shares of Ventas worth $6.93K as of Q2 2026.
  • MTM Investment Management sold 200 Ventas shares in Q2 2026, an estimated $17K.
  • Ventas made up ﹤0.01% of MTM Investment Management's portfolio in Q2 2026, its #572 holding.
  • MTM Investment Management first reported a position in Ventas in Q2 2025 and has held it in 5 quarters since.
  • MTM Investment Management's Ventas position peaked at $22.7K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.