PMA
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Prudent Man Advisors’s Ventas VTR Stock Holding History

Prudent Man Advisors’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 		$892K Buy
10,042
+925
+10% +$78.8K 0.2% 90
2026
Q1 		$746K Buy
+9,117
New +$746K 0.22% 88
2025
Q3 		– Sell
-5,012
Closed -$317K – 185
2025
Q2 		$317K Buy
5,012
+58
+1% +$3.79K 0.1% 136
2025
Q1 		$341K Hold
4,954
– – 0.12% 133
2024
Q4 		$292K Buy
4,954
+103
+2% +$6.47K 0.11% 134
2024
Q3 		$311K Hold
4,851
– – 0.1% 137
2024
Q2 		$249K Buy
4,851
+253
+6% +$11.8K 0.09% 139
2024
Q1 		$200K Sell
4,598
-315
-6% -$14.3K 0.08% 168
2023
Q4 		$245K Sell
4,913
-44
-0.9% -$1.97K 0.09% 152
2023
Q3 		$209K Hold
4,957
– – 0.08% 166
2023
Q2 		$234K Buy
4,957
+26
+0.5% +$1.18K 0.09% 168
2023
Q1 		$214K Hold
4,931
– – 0.08% 174
2022
Q4 		$222K Buy
+4,931
New +$208K 0.09% 175

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

Prudent Man Advisors's VTR Position: Q2 2026 in Review

Prudent Man Advisors increased its Ventas (VTR) stake by 10% in Q2 2026, buying an estimated $78.8K and bringing the position to 10,042 shares worth $892K. The position accounts for 0.2% of the portfolio, ranked #90.

Prudent Man Advisors first reported a position in VTR in Q4 2022 and has held it in 13 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Prudent Man Advisors held 10,042 shares of Ventas worth $892K as of Q2 2026.
  • Prudent Man Advisors bought 925 Ventas shares in Q2 2026, an estimated $78.8K.
  • Ventas made up 0.2% of Prudent Man Advisors's portfolio in Q2 2026, its #90 holding.
  • Prudent Man Advisors first reported a position in Ventas in Q4 2022 and has held it in 13 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Prudent Man Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.