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Shrier Wealth Management’s Ventas VTR Stock Holding History

Shrier 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 		$2.48M Buy
27,876
+227
+0.8% +$19.3K 0.84% 35
2026
Q1 		$2.26M Buy
27,649
+24
+0.1% +$1.97K 0.83% 34
2025
Q4 		$2.14M Buy
+27,625
New +$2.08M 0.84% 34

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

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

Shrier Wealth Management increased its Ventas (VTR) stake by 0.82% in Q2 2026, buying an estimated $19.3K and bringing the position to 27,876 shares worth $2.48M. The position accounts for 0.84% of the portfolio, ranked #35.

Shrier Wealth Management first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Shrier Wealth Management held 27,876 shares of Ventas worth $2.48M as of Q2 2026.
  • Shrier Wealth Management bought 227 Ventas shares in Q2 2026, an estimated $19.3K.
  • Ventas made up 0.84% of Shrier Wealth Management's portfolio in Q2 2026, its #35 holding.
  • Shrier Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Shrier Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.