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Pension & Wealth Management Advisors’s Ventas VTR Stock Holding History

Pension & Wealth Management Advisors’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 		$3.46K Hold
39
– – ﹤0.01% 479
2026
Q1 		$3.19K Hold
39
– – ﹤0.01% 452
2025
Q4 		$3.02K Buy
+39
New +$2.94K ﹤0.01% 460

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Pension & Wealth Management Advisors's VTR Position: Q2 2026 in Review

Pension & Wealth Management Advisors held its Ventas (VTR) position steady in Q2 2026 at 39 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Pension & Wealth Management Advisors first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 895 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Pension & Wealth Management Advisors held 39 shares of Ventas worth $3.46K as of Q2 2026.
  • Pension & Wealth Management Advisors left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #479 holding.
  • Pension & Wealth Management Advisors first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 895 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.