Rialto Wealth Management’s Ventas VTR Stock Holding History

Rialto Wealth 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 Q2	$1.86K	Buy	21 +7	+50%	+$597	﹤0.01%	1140
2026 Q1	$1.15K	Buy	14 +6	+75%	+$491	﹤0.01%	1058
2025 Q4	$620	Hold	8	–	–	﹤0.01%	1173
2025 Q3	$560	Buy	+8	New	+$538	﹤0.01%	1166
2025 Q2	–	Sell	-18	Closed	-$1.24K	–	1769
2025 Q1	$1.24K	Buy	+18	New	+$1.15K	﹤0.01%	628

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Rialto Wealth Management's VTR Position: Q2 2026 in Review

Rialto Wealth Management increased its Ventas (VTR) stake by 50% in Q2 2026, buying an estimated $597 and bringing the position to 21 shares worth $1.86K. The position accounts for ﹤0.01% of the portfolio, ranked #1140.

Rialto Wealth Management first reported a position in VTR in Q1 2025 and has held it in 5 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Rialto Wealth Management held 21 shares of Ventas worth $1.86K as of Q2 2026.
Rialto Wealth Management bought 7 Ventas shares in Q2 2026, an estimated $597.
Ventas made up ﹤0.01% of Rialto Wealth Management's portfolio in Q2 2026, its #1140 holding.
Rialto Wealth Management first reported a position in Ventas in Q1 2025 and has held it in 5 quarters since.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Rialto Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.