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Spire Wealth Management’s Ventas VTR Stock Holding History

Spire 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 		$134K Sell
1,505
-8,411
-85% -$717K ﹤0.01% 900
2026
Q1 		$811K Buy
9,916
+8,644
+680% +$708K 0.03% 420
2025
Q4 		$98.4K Buy
1,272
+14
+1% +$1.06K ﹤0.01% 995
2025
Q3 		$88.1K Sell
1,258
-79
-6% -$5.31K ﹤0.01% 1033
2025
Q2 		$84.4K Sell
1,337
-1,465
-52% -$95.6K ﹤0.01% 1034
2025
Q1 		$193K Buy
2,802
+256
+10% +$16.3K 0.01% 829
2024
Q4 		$150K Buy
2,546
+474
+23% +$29.8K ﹤0.01% 903
2024
Q3 		$133K Buy
2,072
+790
+62% +$46.1K ﹤0.01% 836
2024
Q2 		$65.7K Sell
1,282
-33
-3% -$1.54K ﹤0.01% 1027
2024
Q1 		$57.3K Buy
1,315
+37
+3% +$1.68K ﹤0.01% 1170
2023
Q4 		$61.4K Buy
1,278
+105
+9% +$4.7K ﹤0.01% 1136
2023
Q3 		$49.4K Sell
1,173
-300
-20% -$13.5K ﹤0.01% 1175
2023
Q2 		$69.6K Sell
1,473
-53
-3% -$2.4K ﹤0.01% 1083
2023
Q1 		$66.1K Buy
1,526
+972
+175% +$46.9K ﹤0.01% 1086
2022
Q4 		$25K Buy
554
+32
+6% +$1.35K ﹤0.01% 1284
2022
Q3 		$21K Sell
522
-1,437
-73% -$70.6K ﹤0.01% 1325
2022
Q2 		$101K Sell
1,959
-1,537
-44% -$86.1K ﹤0.01% 1032
2022
Q1 		$216K Buy
3,496
+34
+1% +$1.86K 0.01% 860
2021
Q4 		$177K Buy
3,462
+379
+12% +$19.8K ﹤0.01% 1145
2021
Q3 		$170K Buy
3,083
+800
+35% +$45.8K ﹤0.01% 986
2021
Q2 		$130K Sell
2,283
-489
-18% -$27.3K ﹤0.01% 1095
2021
Q1 		$149K Buy
+2,772
New +$142K ﹤0.01% 1196

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

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

Spire Wealth Management reduced its Ventas (VTR) stake by 85% in Q2 2026, selling an estimated $717K and leaving 1,505 shares worth $134K. The position accounts for ﹤0.01% of the portfolio, ranked #900.

Spire Wealth Management first reported a position in VTR in Q1 2021 and has held it in 22 quarters since. The position peaked at $811K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Spire Wealth Management held 1,505 shares of Ventas worth $134K as of Q2 2026.
  • Spire Wealth Management sold 8,411 Ventas shares in Q2 2026, an estimated $717K.
  • Ventas made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #900 holding.
  • Spire Wealth Management first reported a position in Ventas in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Ventas position peaked at $811K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.