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Patten & Patten’s Ventas VTR Stock Holding History

Patten & Patten’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 		$208K Buy
+2,337
New +$199K 0.01% 343

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

Patten & Patten's VTR Position: Q2 2026 in Review

Patten & Patten opened a new position in Ventas (VTR) in Q2 2026: 2,337 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #343 among its holdings.

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

  • Patten & Patten held 2,337 shares of Ventas worth $208K as of Q2 2026.
  • Ventas was a new Patten & Patten position in Q2 2026.
  • Ventas made up 0.01% of Patten & Patten's portfolio in Q2 2026, its #343 holding.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Patten & Patten's 13F filing for Q2 2026, filed 5 Aug 2026.