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Rakuten Investment Management’s Ventas VTR Stock Holding History

Rakuten 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
Q1 		$5.73M Buy
70,228
+9,081
+15% +$743K 0.01% 235
2025
Q4 		$4.87M Sell
61,147
-91,802
-60% -$6.92M 0.02% 281
2025
Q3 		$7.02M Buy
+152,949
New +$10.3M 0.03% 203
2025
Q1 		$2.71M Buy
+39,468
New +$2.52M 0.01% 313

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Rakuten Investment Management's VTR Position: Q1 2026 in Review

Rakuten Investment Management increased its Ventas (VTR) stake by 15% in Q1 2026, buying an estimated $743K and bringing the position to 70,228 shares worth $5.73M. The position accounts for 0.01% of the portfolio, ranked #235.

Rakuten Investment Management first reported a position in VTR in Q1 2025 and has held it in 4 quarters since. The position peaked at $7.02M in Q3 2025. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Rakuten Investment Management held 70,228 shares of Ventas worth $5.73M as of Q1 2026.
  • Rakuten Investment Management bought 9,081 Ventas shares in Q1 2026, an estimated $743K.
  • Ventas made up 0.01% of Rakuten Investment Management's portfolio in Q1 2026, its #235 holding.
  • Rakuten Investment Management first reported a position in Ventas in Q1 2025 and has held it in 4 quarters since.
  • Rakuten Investment Management's Ventas position peaked at $7.02M in Q3 2025.
  • 924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Rakuten Investment Management's 13F filing for Q1 2026, filed 12 May 2026.