Phillip James Consulting’s Ventas VTR Stock Holding History

Phillip James Consulting’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	–	Sell	-11	Closed	-$1K	–	383
2026 Q1	$1K	Buy	+11	New	+$900	﹤0.01%	352

Other funds holding VTR

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Phillip James Consulting's VTR Position: Q2 2026 in Review

Phillip James Consulting sold out of Ventas (VTR) in Q2 2026, closing a stake of 11 shares — an estimated $1K sold.

Phillip James Consulting first reported a position in VTR in Q1 2026 and held it in 1 quarter. The position peaked at $1K in Q1 2026. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Phillip James Consulting reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
Phillip James Consulting sold 11 Ventas shares in Q2 2026, an estimated $1K.
Phillip James Consulting first reported a position in Ventas in Q1 2026 and held it in 1 quarter.
Phillip James Consulting's Ventas position peaked at $1K in Q1 2026.
946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Phillip James Consulting's 13F filing for Q2 2026, filed 28 Jul 2026.