N.E.W. Advisory Services’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$15.8K Hold
178
﹤0.01% 575
2026
Q1
$14.6K Hold
178
﹤0.01% 562
2025
Q4
$13.8K Hold
178
﹤0.01% 561
2025
Q3
$12.5K Hold
178
﹤0.01% 540
2025
Q2
$11.2K Hold
178
﹤0.01% 551
2025
Q1
$12.2K Buy
+178
New +$11.4K ﹤0.01% 574

Other funds holding VTR

N.E.W. Advisory Services's VTR Position: Q2 2026 in Review

N.E.W. Advisory Services held its Ventas (VTR) position steady in Q2 2026 at 178 shares worth $15.8K. The position accounts for ﹤0.01% of the portfolio, ranked #575.

N.E.W. Advisory Services first reported a position in VTR in Q1 2025 and has held it in 6 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • N.E.W. Advisory Services held 178 shares of Ventas worth $15.8K as of Q2 2026.
  • N.E.W. Advisory Services left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of N.E.W. Advisory Services's portfolio in Q2 2026, its #575 holding.
  • N.E.W. Advisory Services first reported a position in Ventas in Q1 2025 and has held it in 6 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.