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Shelton Capital Management’s Ventas VTR Stock Holding History

Shelton Capital 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 		$211K Buy
+2,377
New +$203K ﹤0.01% 693
2019
Q4 		– Sell
-2,904
Closed -$212K – 875
2019
Q3 		$212K Buy
+2,904
New +$206K 0.01% 728
2019
Q2 		– Sell
-229
Closed -$3.58K – 884
2019
Q1 		$3.58K Buy
+229
New +$14.3K 0.01% 670

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

Shelton Capital Management's VTR Position: Q2 2026 in Review

Shelton Capital Management opened a new position in Ventas (VTR) in Q2 2026: 2,377 shares worth $211K. The stake represents ﹤0.01% of the portfolio and ranks #693 among its holdings. This is a return to the name: Shelton Capital Management previously reported a position in VTR as recently as Q3 2019.

Shelton Capital Management first reported a position in VTR in Q1 2019 and has held it in 3 quarters since. The position peaked at $212K in Q3 2019. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Shelton Capital Management held 2,377 shares of Ventas worth $211K as of Q2 2026.
  • Ventas was a new Shelton Capital Management position in Q2 2026.
  • Ventas made up ﹤0.01% of Shelton Capital Management's portfolio in Q2 2026, its #693 holding.
  • Shelton Capital Management first reported a position in Ventas in Q1 2019 and has held it in 3 quarters since.
  • Shelton Capital Management's Ventas position peaked at $212K in Q3 2019.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Shelton Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.