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Prosperity Consulting Group’s Ventas VTR Stock Holding History

Prosperity Consulting Group’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 		$336K Buy
3,789
+78
+2% +$6.65K 0.01% 462
2026
Q1 		$303K Buy
3,711
+103
+3% +$8.43K 0.01% 421
2025
Q4 		$279K Hold
3,608
– – 0.01% 435
2025
Q3 		$253K Buy
3,608
+85
+2% +$5.71K 0.01% 444
2025
Q2 		$222K Sell
3,523
-25
-0.7% -$1.63K 0.02% 422
2025
Q1 		$244K Buy
3,548
+35
+1% +$2.23K 0.02% 402
2024
Q4 		$207K Buy
3,513
+10
+0.3% +$628 0.02% 451
2024
Q3 		$225K Buy
+3,503
New +$205K 0.02% 426

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

Prosperity Consulting Group's VTR Position: Q2 2026 in Review

Prosperity Consulting Group increased its Ventas (VTR) stake by 2.1% in Q2 2026, buying an estimated $6.65K and bringing the position to 3,789 shares worth $336K. The position accounts for 0.01% of the portfolio, ranked #462.

Prosperity Consulting Group first reported a position in VTR in Q3 2024 and has held it in 8 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Prosperity Consulting Group held 3,789 shares of Ventas worth $336K as of Q2 2026.
  • Prosperity Consulting Group bought 78 Ventas shares in Q2 2026, an estimated $6.65K.
  • Ventas made up 0.01% of Prosperity Consulting Group's portfolio in Q2 2026, its #462 holding.
  • Prosperity Consulting Group first reported a position in Ventas in Q3 2024 and has held it in 8 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.