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Plato Investment Management’s Ventas VTR Stock Holding History

Plato Investment Management’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 		$538K Hold
6,091
– – 0.03% 351
2026
Q1 		$498K Buy
6,091
+4,221
+226% +$346K 0.03% 346
2025
Q4 		$145K Hold
1,870
– – 0.01% 406
2025
Q3 		$130K Hold
1,870
– – 0.01% 407
2025
Q2 		$118K Hold
1,870
– – 0.01% 418
2025
Q1 		$130K Buy
+1,870
New +$119K 0.01% 407

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 $3.38T AUM 44.17% 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

Plato Investment Management's VTR Position: Q2 2026 in Review

Plato Investment Management held its Ventas (VTR) position steady in Q2 2026 at 6,091 shares worth $538K. The position accounts for 0.03% of the portfolio, ranked #351.

Plato Investment Management first reported a position in VTR in Q1 2025 and has held it in 6 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Plato Investment Management held 6,091 shares of Ventas worth $538K as of Q2 2026.
  • Plato Investment Management left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.03% of Plato Investment Management's portfolio in Q2 2026, its #351 holding.
  • Plato Investment Management first reported a position in Ventas in Q1 2025 and has held it in 6 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Plato Investment Management's 13F filing for Q2 2026, filed 7 Aug 2026.