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Secure Asset Management’s Ventas VTR Stock Holding History

Secure Asset 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 		$217K Sell
2,448
-463
-16% -$39.5K 0.03% 305
2026
Q1 		$238K Buy
+2,911
New +$238K 0.04% 283

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

Secure Asset Management's VTR Position: Q2 2026 in Review

Secure Asset Management reduced its Ventas (VTR) stake by 16% in Q2 2026, selling an estimated $39.5K and leaving 2,448 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #305.

Secure Asset Management first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. The position peaked at $238K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Secure Asset Management held 2,448 shares of Ventas worth $217K as of Q2 2026.
  • Secure Asset Management sold 463 Ventas shares in Q2 2026, an estimated $39.5K.
  • Ventas made up 0.03% of Secure Asset Management's portfolio in Q2 2026, its #305 holding.
  • Secure Asset Management first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • Secure Asset Management's Ventas position peaked at $238K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.