PCS
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Personal CFO Solutions’s Ventas VTR Stock Holding History

Personal CFO Solutions’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 		$916K Buy
10,257
+4,937
+93% +$421K 0.13% 137
2026
Q1 		$438K Buy
5,320
+896
+20% +$73.3K 0.06% 272
2025
Q4 		$342K Buy
4,424
+88
+2% +$6.64K 0.05% 319
2025
Q3 		$303K Sell
4,336
-873
-17% -$58.7K 0.05% 346
2025
Q2 		$329K Buy
5,209
+15
+0.3% +$979 0.06% 305
2025
Q1 		$357K Buy
5,194
+8
+0.2% +$511 0.07% 271
2024
Q4 		$305K Buy
5,186
+172
+3% +$10.8K 0.06% 317
2024
Q3 		$322K Buy
5,014
+811
+19% +$47.4K 0.04% 397
2024
Q2 		$215K Buy
+4,203
New +$197K 0.03% 482
2024
Q1 		– Sell
-4,518
Closed -$225K – 577
2023
Q4 		$225K Buy
+4,518
New +$202K 0.04% 457
2023
Q3 		– Sell
-4,829
Closed -$228K – 502
2023
Q2 		$228K Sell
4,829
-22
-0.5% -$997 0.05% 411
2023
Q1 		$210K Sell
4,851
-18
-0.4% -$868 0.04% 434
2022
Q4 		$219K Buy
+4,869
New +$205K 0.05% 395
2022
Q3 		– Sell
-4,765
Closed -$245K – 472
2022
Q2 		$245K Buy
4,765
+10
+0.2% +$560 0.06% 322
2022
Q1 		$294K Sell
4,755
-69
-1% -$3.77K 0.06% 336
2021
Q4 		$247K Sell
4,824
-99
-2% -$5.17K 0.05% 387
2021
Q3 		$272K Sell
4,923
-44
-0.9% -$2.52K 0.06% 320
2021
Q2 		$284K Buy
4,967
+450
+10% +$25.1K 0.06% 304
2021
Q1 		$241K Sell
4,517
-123
-3% -$6.31K 0.05% 330
2020
Q4 		$228K Sell
4,640
-315
-6% -$14.6K 0.06% 324
2020
Q3 		$0 Sell
4,955
-565
-10% -$22.6K ﹤0.01% 329
2020
Q2 		$202K Buy
+5,520
New +$182K 0.06% 290
2020
Q1 		– Sell
-3,942
Closed -$228K – 373
2019
Q4 		$228K Sell
3,942
-150
-4% -$9.42K 0.07% 289
2019
Q3 		$299K Buy
+4,092
New +$290K 0.12% 202

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

Personal CFO Solutions's VTR Position: Q2 2026 in Review

Personal CFO Solutions increased its Ventas (VTR) stake by 93% in Q2 2026, buying an estimated $421K and bringing the position to 10,257 shares worth $916K. The position accounts for 0.13% of the portfolio, ranked #137.

Personal CFO Solutions first reported a position in VTR in Q3 2019 and has held it in 24 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Personal CFO Solutions held 10,257 shares of Ventas worth $916K as of Q2 2026.
  • Personal CFO Solutions bought 4,937 Ventas shares in Q2 2026, an estimated $421K.
  • Ventas made up 0.13% of Personal CFO Solutions's portfolio in Q2 2026, its #137 holding.
  • Personal CFO Solutions first reported a position in Ventas in Q3 2019 and has held it in 24 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.