SIM
VTR icon

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
Q2 		$16.2K Sell
182
-3
-2% -$256 ﹤0.01% 551
2026
Q1 		$15.1K Buy
+185
New +$15.1K ﹤0.01% 448

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 $3.38T AUM 44.17% 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
APG Asset Management US
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Synergy Investment Management's VTR Position: Q2 2026 in Review

Synergy Investment Management reduced its Ventas (VTR) stake by 1.6% in Q2 2026, selling an estimated $256 and leaving 182 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #551.

Synergy Investment Management first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 956 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Synergy Investment Management held 182 shares of Ventas worth $16.2K as of Q2 2026.
  • Synergy Investment Management sold 3 Ventas shares in Q2 2026, an estimated $256.
  • Ventas made up ﹤0.01% of Synergy Investment Management's portfolio in Q2 2026, its #551 holding.
  • Synergy Investment Management first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 956 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Synergy Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.