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Reflection Asset Management’s Ventas VTR Stock Holding History

Reflection Asset 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
2025
Q4 		$33.7K Buy
+436
New +$32.9K 0.02% 293

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Reflection Asset Management's VTR Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Ventas (VTR) in Q4 2025: 436 shares worth $33.7K. The stake represents 0.02% of the portfolio and ranks #293 among its holdings.

928 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Reflection Asset Management held 436 shares of Ventas worth $33.7K as of Q4 2025.
  • Ventas was a new Reflection Asset Management position in Q4 2025.
  • Ventas made up 0.02% of Reflection Asset Management's portfolio in Q4 2025, its #293 holding.
  • 928 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.