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Savant Capital’s Ventas VTR Stock Holding History

Savant Capital’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 		$1.32M Buy
15,357
+7,999
+109% +$682K ﹤0.01% 769
2026
Q1 		$602K Buy
7,358
+1,085
+17% +$88.8K ﹤0.01% 819
2025
Q4 		$485K Buy
+6,273
New +$473K ﹤0.01% 851
2025
Q1 		– Sell
-3,937
Closed -$232K – 1435
2024
Q4 		$232K Buy
+3,937
New +$247K ﹤0.01% 1245

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

Savant Capital's VTR Position: Q2 2026 in Review

Savant Capital increased its Ventas (VTR) stake by 109% in Q2 2026, buying an estimated $682K and bringing the position to 15,357 shares worth $1.32M. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Savant Capital first reported a position in VTR in Q4 2024 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Savant Capital held 15,357 shares of Ventas worth $1.32M as of Q2 2026.
  • Savant Capital bought 7,999 Ventas shares in Q2 2026, an estimated $682K.
  • Ventas made up ﹤0.01% of Savant Capital's portfolio in Q2 2026, its #769 holding.
  • Savant Capital first reported a position in Ventas in Q4 2024 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.