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Ritholtz Wealth Management’s Ventas VTR Stock Holding History

Ritholtz 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 		$2.85M Buy
32,149
+2,712
+9% +$231K 0.04% 325
2026
Q1 		$2.41M Sell
29,437
-3,177
-10% -$260K 0.04% 331
2025
Q4 		$2.52M Sell
32,614
-937
-3% -$70.7K 0.05% 293
2025
Q3 		$2.35M Sell
33,551
-316
-0.9% -$21.2K 0.05% 287
2025
Q2 		$2.14M Sell
33,867
-2,790
-8% -$182K 0.05% 279
2025
Q1 		$2.52M Buy
36,657
+9,315
+34% +$595K 0.08% 195
2024
Q4 		$1.61M Buy
27,342
+19,222
+237% +$1.21M 0.05% 269
2024
Q3 		$521K Buy
+8,120
New +$474K 0.02% 544

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
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

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

Ritholtz Wealth Management increased its Ventas (VTR) stake by 9.2% in Q2 2026, buying an estimated $231K and bringing the position to 32,149 shares worth $2.85M. The position accounts for 0.04% of the portfolio, ranked #325.

Ritholtz Wealth Management first reported a position in VTR in Q3 2024 and has held it in 8 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Ritholtz Wealth Management held 32,149 shares of Ventas worth $2.85M as of Q2 2026.
  • Ritholtz Wealth Management bought 2,712 Ventas shares in Q2 2026, an estimated $231K.
  • Ventas made up 0.04% of Ritholtz Wealth Management's portfolio in Q2 2026, its #325 holding.
  • Ritholtz Wealth Management first reported a position in Ventas in Q3 2024 and has held it in 8 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.