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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
Q2 		$528K Hold
5,949
– – 0.03% 32
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
New +$17.7K 0.01% 83

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

Sun Life Financial's VTR Position: Q2 2026 in Review

Sun Life Financial held its Ventas (VTR) position steady in Q2 2026 at 5,949 shares worth $528K. The position accounts for 0.03% of the portfolio, ranked #32.

Sun Life Financial first reported a position in VTR in Q1 2017 and has held it in 19 quarters since. The position peaked at $2.06M in Q2 2018. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Sun Life Financial held 5,949 shares of Ventas worth $528K as of Q2 2026.
  • Sun Life Financial left its Ventas share count unchanged in Q2 2026.
  • Ventas made up 0.03% of Sun Life Financial's portfolio in Q2 2026, its #32 holding.
  • Sun Life Financial first reported a position in Ventas in Q1 2017 and has held it in 19 quarters since.
  • Sun Life Financial's Ventas position peaked at $2.06M in Q2 2018.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Sun Life Financial's 13F filing for Q2 2026, filed 12 Aug 2026.