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Southern Michigan Bank & Trust’s Ventas VTR Stock Holding History

Southern Michigan Bank & Trust’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 		$79.5K Hold
895
– – 0.03% 163
2026
Q1 		$73.2K Buy
+895
New +$73.3K 0.03% 162

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Southern Michigan Bank & Trust's VTR Position: Q2 2026 in Review

Southern Michigan Bank & Trust held its Ventas (VTR) position steady in Q2 2026 at 895 shares worth $79.5K. The position accounts for 0.03% of the portfolio, ranked #163.

Southern Michigan Bank & Trust first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 895 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Southern Michigan Bank & Trust held 895 shares of Ventas worth $79.5K as of Q2 2026.
  • Southern Michigan Bank & Trust left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.03% of Southern Michigan Bank & Trust's portfolio in Q2 2026, its #163 holding.
  • Southern Michigan Bank & Trust first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 895 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Southern Michigan Bank & Trust's 13F filing for Q2 2026, filed 21 Jul 2026.