PIS
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POM Investment Strategies’s Ventas VTR Stock Holding History

POM Investment Strategies’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
-1
Closed -$82 – 469
2026
Q1 		$82 Hold
1
– – ﹤0.01% 430
2025
Q4 		$77 Sell
1
-122
-99% -$9.2K ﹤0.01% 335
2025
Q3 		$8.61K Buy
+123
New +$8.27K ﹤0.01% 120

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

POM Investment Strategies's VTR Position: Q2 2026 in Review

POM Investment Strategies sold out of Ventas (VTR) in Q2 2026, closing a stake of 1 share — an estimated $82 sold.

POM Investment Strategies first reported a position in VTR in Q3 2025 and held it in 3 quarters. The position peaked at $8.61K in Q3 2025. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • POM Investment Strategies reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • POM Investment Strategies sold 1 Ventas share in Q2 2026, an estimated $82.
  • POM Investment Strategies first reported a position in Ventas in Q3 2025 and held it in 3 quarters.
  • POM Investment Strategies's Ventas position peaked at $8.61K in Q3 2025.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on POM Investment Strategies's 13F filing for Q2 2026, filed 31 Jul 2026.