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SHP Wealth Management’s Ventas VTR Stock Holding History

SHP Wealth 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 		$6.3K Buy
71
+14
+25% +$1.19K ﹤0.01% 1107
2026
Q1 		$4.68K Buy
57
+39
+217% +$3.19K ﹤0.01% 1091
2025
Q4 		$1.41K Buy
+18
New +$1.36K ﹤0.01% 1192

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

SHP Wealth Management's VTR Position: Q2 2026 in Review

SHP Wealth Management increased its Ventas (VTR) stake by 25% in Q2 2026, buying an estimated $1.19K and bringing the position to 71 shares worth $6.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1107.

SHP Wealth Management first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • SHP Wealth Management held 71 shares of Ventas worth $6.3K as of Q2 2026.
  • SHP Wealth Management bought 14 Ventas shares in Q2 2026, an estimated $1.19K.
  • Ventas made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #1107 holding.
  • SHP Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.