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Richardson Financial Services’s Ventas VTR Stock Holding History

Richardson Financial Services’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 		$11.1K Buy
125
+22
+21% +$1.88K 0.01% 464
2026
Q1 		$8.42K Sell
103
-41
-28% -$3.36K 0.01% 491
2025
Q4 		$11.1K Sell
144
-28
-16% -$2.11K ﹤0.01% 476
2025
Q3 		$12K Buy
+172
New +$11.6K 0.01% 424

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Richardson Financial Services's VTR Position: Q2 2026 in Review

Richardson Financial Services increased its Ventas (VTR) stake by 21% in Q2 2026, buying an estimated $1.88K and bringing the position to 125 shares worth $11.1K. The position accounts for 0.01% of the portfolio, ranked #464.

Richardson Financial Services first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $12K in Q3 2025. 676 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Richardson Financial Services held 125 shares of Ventas worth $11.1K as of Q2 2026.
  • Richardson Financial Services bought 22 Ventas shares in Q2 2026, an estimated $1.88K.
  • Ventas made up 0.01% of Richardson Financial Services's portfolio in Q2 2026, its #464 holding.
  • Richardson Financial Services first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • Richardson Financial Services's Ventas position peaked at $12K in Q3 2025.
  • 676 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Richardson Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.