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Purpose Unlimited Inc’s Ventas VTR Stock Holding History

Purpose Unlimited Inc’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 		$290K Sell
3,261
-101
-3% -$8.61K 0.01% 221
2026
Q1 		$275K Hold
3,362
– – 0.01% 208
2025
Q4 		$260K Buy
+3,362
New +$254K 0.01% 168

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

Purpose Unlimited Inc's VTR Position: Q2 2026 in Review

Purpose Unlimited Inc reduced its Ventas (VTR) stake by 3% in Q2 2026, selling an estimated $8.61K and leaving 3,261 shares worth $290K. The position accounts for 0.01% of the portfolio, ranked #221.

Purpose Unlimited Inc first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 956 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Purpose Unlimited Inc held 3,261 shares of Ventas worth $290K as of Q2 2026.
  • Purpose Unlimited Inc sold 101 Ventas shares in Q2 2026, an estimated $8.61K.
  • Ventas made up 0.01% of Purpose Unlimited Inc's portfolio in Q2 2026, its #221 holding.
  • Purpose Unlimited Inc first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 956 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Purpose Unlimited Inc's 13F filing for Q2 2026, filed 13 Aug 2026.