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Synergy Investment Management’s Ventas VTR Stock Holding History

Synergy Investment 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
Q1 		$15.1K Buy
+185
New +$15.1K ﹤0.01% 448

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

Synergy Investment Management's VTR Position: Q1 2026 in Review

Synergy Investment Management opened a new position in Ventas (VTR) in Q1 2026: 185 shares worth $15.1K. The stake represents ﹤0.01% of the portfolio and ranks #448 among its holdings.

924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Synergy Investment Management held 185 shares of Ventas worth $15.1K as of Q1 2026.
  • Ventas was a new Synergy Investment Management position in Q1 2026.
  • Ventas made up ﹤0.01% of Synergy Investment Management's portfolio in Q1 2026, its #448 holding.
  • 924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Synergy Investment Management's 13F filing for Q1 2026, filed 15 May 2026.