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Savvy Advisors Inc’s Ventas VTR Stock Holding History

Savvy Advisors Inc’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 		$506K Sell
5,703
-154
-3% -$13.1K 0.01% 770
2026
Q1 		$479K Sell
5,857
-787
-12% -$64.4K 0.01% 688
2025
Q4 		$514K Buy
6,644
+2,197
+49% +$166K 0.02% 559
2025
Q3 		$311K Buy
+4,447
New +$299K 0.01% 605

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's VTR Position: Q2 2026 in Review

Savvy Advisors Inc reduced its Ventas (VTR) stake by 2.6% in Q2 2026, selling an estimated $13.1K and leaving 5,703 shares worth $506K. The position accounts for 0.01% of the portfolio, ranked #770.

Savvy Advisors Inc first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. The position peaked at $514K in Q4 2025. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Savvy Advisors Inc held 5,703 shares of Ventas worth $506K as of Q2 2026.
  • Savvy Advisors Inc sold 154 Ventas shares in Q2 2026, an estimated $13.1K.
  • Ventas made up 0.01% of Savvy Advisors Inc's portfolio in Q2 2026, its #770 holding.
  • Savvy Advisors Inc first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • Savvy Advisors Inc's Ventas position peaked at $514K in Q4 2025.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.