Nvest Wealth Strategies’s Ventas VTR Stock Holding History

Nvest Wealth Strategies’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	$356	Buy	+4	New	+$341	﹤0.01%	312

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Nvest Wealth Strategies's VTR Position: Q2 2026 in Review

Nvest Wealth Strategies opened a new position in Ventas (VTR) in Q2 2026: 4 shares worth $356. The stake represents ﹤0.01% of the portfolio and ranks #312 among its holdings.

504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Nvest Wealth Strategies held 4 shares of Ventas worth $356 as of Q2 2026.
Ventas was a new Nvest Wealth Strategies position in Q2 2026.
Ventas made up ﹤0.01% of Nvest Wealth Strategies's portfolio in Q2 2026, its #312 holding.
504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.