Nicolet Advisory Services’s Ventas VTR Stock Holding History

Nicolet Advisory Services’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
2025 Q4	$202K	Buy	+2,673	New	+$202K	0.01%	408

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Nicolet Advisory Services's VTR Position: Q4 2025 in Review

Nicolet Advisory Services opened a new position in Ventas (VTR) in Q4 2025: 2,673 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #408 among its holdings.

926 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

Nicolet Advisory Services held 2,673 shares of Ventas worth $202K as of Q4 2025.
Ventas was a new Nicolet Advisory Services position in Q4 2025.
Ventas made up 0.01% of Nicolet Advisory Services's portfolio in Q4 2025, its #408 holding.
926 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.