RWS
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Retirement Wealth Solutions’s Ventas VTR Stock Holding History

Retirement Wealth Solutions’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 		– Sell
-4
Closed -$328 – 847
2026
Q1 		$328 Buy
+4
New +$327 ﹤0.01% 762

Other funds holding VTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
YCM
Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

Retirement Wealth Solutions's VTR Position: Q2 2026 in Review

Retirement Wealth Solutions sold out of Ventas (VTR) in Q2 2026, closing a stake of 4 shares — an estimated $328 sold.

Retirement Wealth Solutions first reported a position in VTR in Q1 2026 and held it in 1 quarter. The position peaked at $328 in Q1 2026. 112 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Retirement Wealth Solutions reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • Retirement Wealth Solutions sold 4 Ventas shares in Q2 2026, an estimated $328.
  • Retirement Wealth Solutions first reported a position in Ventas in Q1 2026 and held it in 1 quarter.
  • Retirement Wealth Solutions's Ventas position peaked at $328 in Q1 2026.
  • 112 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Retirement Wealth Solutions's 13F filing for Q2 2026, filed 7 Jul 2026.