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Simplicity Wealth’s Ventas VTR Stock Holding History

Simplicity Wealth’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 		$401K Buy
4,511
+3
+0.1% +$256 0.01% 721
2026
Q1 		$369K Buy
4,508
+596
+15% +$48.8K 0.02% 533
2025
Q4 		$303K Buy
3,912
+765
+24% +$57.7K 0.02% 552
2025
Q3 		$220K Buy
+3,147
New +$211K 0.01% 648
2024
Q3 		– Sell
-5,436
Closed -$279K – 1205
2024
Q2 		$279K Sell
5,436
-305
-5% -$14.3K 0.01% 978
2024
Q1 		$250K Buy
+5,741
New +$261K 0.01% 987

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

Simplicity Wealth's VTR Position: Q2 2026 in Review

Simplicity Wealth increased its Ventas (VTR) stake by 0.07% in Q2 2026, buying an estimated $256 and bringing the position to 4,511 shares worth $401K. The position accounts for 0.01% of the portfolio, ranked #721.

Simplicity Wealth first reported a position in VTR in Q1 2024 and has held it in 6 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Simplicity Wealth held 4,511 shares of Ventas worth $401K as of Q2 2026.
  • Simplicity Wealth bought 3 Ventas shares in Q2 2026, an estimated $256.
  • Ventas made up 0.01% of Simplicity Wealth's portfolio in Q2 2026, its #721 holding.
  • Simplicity Wealth first reported a position in Ventas in Q1 2024 and has held it in 6 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.