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Natural Investments’s Ventas VTR Stock Holding History

Natural Investments’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 		$266K Buy
3,003
+250
+9% +$21.3K 0.06% 247
2026
Q1 		$225K Buy
+2,753
New +$225K 0.06% 254
2025
Q4 		– Sell
-3,315
Closed -$232K – 302
2025
Q3 		$232K Buy
3,315
+98
+3% +$6.58K 0.06% 210
2025
Q2 		$203K Buy
3,217
+106
+3% +$6.92K 0.05% 243
2025
Q1 		$213K Buy
+3,111
New +$199K 0.06% 228

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

Natural Investments's VTR Position: Q2 2026 in Review

Natural Investments increased its Ventas (VTR) stake by 9.1% in Q2 2026, buying an estimated $21.3K and bringing the position to 3,003 shares worth $266K. The position accounts for 0.06% of the portfolio, ranked #247.

Natural Investments first reported a position in VTR in Q1 2025 and has held it in 5 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Natural Investments held 3,003 shares of Ventas worth $266K as of Q2 2026.
  • Natural Investments bought 250 Ventas shares in Q2 2026, an estimated $21.3K.
  • Ventas made up 0.06% of Natural Investments's portfolio in Q2 2026, its #247 holding.
  • Natural Investments first reported a position in Ventas in Q1 2025 and has held it in 5 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Natural Investments's 13F filing for Q2 2026, filed 31 Jul 2026.