RTL
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Red Tortoise LLC’s Ventas VTR Stock Holding History

Red Tortoise LLC’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 		$8.18K Hold
100
– – ﹤0.01% 321
2025
Q4 		$7.74K Hold
100
– – ﹤0.01% 323
2025
Q3 		$7K Hold
100
– – ﹤0.01% 337
2025
Q2 		$6.32K Hold
100
– – ﹤0.01% 330
2025
Q1 		$6.88K Hold
100
– – ﹤0.01% 299
2024
Q4 		$5.89K Hold
100
– – ﹤0.01% 332
2024
Q3 		$6.41K Hold
100
– – ﹤0.01% 326
2024
Q2 		$5.13K Hold
100
– – ﹤0.01% 345
2024
Q1 		$4.35K Hold
100
– – ﹤0.01% 367
2023
Q4 		$4.98K Hold
100
– – ﹤0.01% 297
2023
Q3 		$4.21K Buy
+100
New +$4.5K ﹤0.01% 302

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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