S-Bank Fund Management’s Ventas VTR Stock Holding History

S-Bank Fund 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	$513K	Buy	+5,775	New	+$492K	0.07%	147

Other funds holding VTR

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

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

CCM

Chilton Capital Management Houston, Texas $3.17B AUM 32.56% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

S-Bank Fund Management's VTR Position: Q2 2026 in Review

S-Bank Fund Management opened a new position in Ventas (VTR) in Q2 2026: 5,775 shares worth $513K. The stake represents 0.07% of the portfolio and ranks #147 among its holdings.

436 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

S-Bank Fund Management held 5,775 shares of Ventas worth $513K as of Q2 2026.
Ventas was a new S-Bank Fund Management position in Q2 2026.
Ventas made up 0.07% of S-Bank Fund Management's portfolio in Q2 2026, its #147 holding.
436 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on S-Bank Fund Management's 13F filing for Q2 2026, filed 4 Aug 2026.