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Summit Securities Group’s Ventas VTR Stock Holding History

Summit Securities Group’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
2021
Q4 		– Sell
-150
Closed -$828K – 967
2021
Q3 		$828K Buy
+150
New +$8.6K 0.06% 294
2020
Q3 		– Sell
-401
Closed -$1.47M – 506
2020
Q2 		$1.47M Buy
+401
New +$13.2K 0.18% 107

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

Summit Securities Group's VTR Position: Q2 2026 in Review

Summit Securities Group increased its Ventas (VTR) stake by 45% in Q2 2026, buying an estimated $2.98K and bringing the position to 113 shares worth $10K. The position accounts for ﹤0.01% of the portfolio, ranked #839.

Summit Securities Group first reported a position in VTR in Q1 2014 and has held it in 19 quarters since. The position peaked at $1.42M in Q2 2020. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Summit Securities Group held 113 shares of Ventas worth $10K as of Q2 2026.
  • Summit Securities Group bought 35 Ventas shares in Q2 2026, an estimated $2.98K.
  • Ventas made up ﹤0.01% of Summit Securities Group's portfolio in Q2 2026, its #839 holding.
  • Summit Securities Group first reported a position in Ventas in Q1 2014 and has held it in 19 quarters since.
  • Summit Securities Group's Ventas position peaked at $1.42M in Q2 2020.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Summit Securities Group's 13F filing for Q2 2026, filed 3 Aug 2026.