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Sun Life Financial’s Ventas VTR Stock Holding History

Sun Life Financial’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
Q1 		$487K Buy
+5,949
New +$487K 0.03% 31
2021
Q2 		– Sell
-223
Closed -$12K – 472
2021
Q1 		$12K Hold
223
– – ﹤0.01% 367
2020
Q4 		$11K Sell
223
-2
-0.9% -$92 ﹤0.01% 356
2020
Q3 		$9K Sell
225
-15,838
-99% -$633K ﹤0.01% 366
2020
Q2 		$588K Buy
16,063
+640
+4% +$21.1K 0.11% 62
2020
Q1 		$413K Buy
15,423
+4,595
+42% +$228K 0.1% 73
2019
Q4 		$625K Sell
10,828
-6,042
-36% -$379K 0.17% 71
2019
Q3 		$1.23M Buy
16,870
+5,935
+54% +$421K 0.32% 41
2019
Q2 		$747K Sell
10,935
-12,173
-53% -$776K 0.19% 49
2019
Q1 		$1.48M Sell
23,108
-7,769
-25% -$485K 0.33% 43
2018
Q4 		$1.81M Sell
30,877
-2,759
-8% -$163K 0.38% 29
2018
Q3 		$1.83M Sell
33,636
-2,538
-7% -$147K 0.33% 43
2018
Q2 		$2.06M Buy
36,174
+34,375
+1,911% +$1.8M 0.29% 37
2018
Q1 		$36.3K Sell
1,799
-22,078
-92% -$1.16M 0.32% 46
2017
Q4 		$1.43M Buy
23,877
+14,602
+157% +$923K 0.15% 73
2017
Q3 		$604K Buy
9,275
+2,461
+36% +$166K 0.06% 114
2017
Q2 		$473K Buy
6,814
+6,530
+2,299% +$435K 0.05% 130
2017
Q1 		$4.37K Buy
284
+91
+47% +$5.67K 0.01% 83
2016
Q4 		$3.08K Buy
+193
New +$12.2K 0.03% 61

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sun Life Financial's VTR Position: Q1 2026 in Review

Sun Life Financial opened a new position in Ventas (VTR) in Q1 2026: 5,949 shares worth $487K. The stake represents 0.03% of the portfolio and ranks #31 among its holdings. This is a return to the name: Sun Life Financial previously reported a position in VTR as recently as Q1 2021.

Sun Life Financial first reported a position in VTR in Q4 2016 and has held it in 19 quarters since. The position peaked at $2.06M in Q2 2018. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Sun Life Financial held 5,949 shares of Ventas worth $487K as of Q1 2026.
  • Ventas was a new Sun Life Financial position in Q1 2026.
  • Ventas made up 0.03% of Sun Life Financial's portfolio in Q1 2026, its #31 holding.
  • Sun Life Financial first reported a position in Ventas in Q4 2016 and has held it in 19 quarters since.
  • Sun Life Financial's Ventas position peaked at $2.06M in Q2 2018.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Sun Life Financial's 13F filing for Q1 2026, filed 14 May 2026.