TopTier Wealth Management’s Ventas VTR Stock Holding History

TopTier Wealth 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	–	Sell	-10	Closed	-$818	–	722
2026 Q1	$818	Buy	+10	New	+$819	﹤0.01%	519

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

TopTier Wealth Management's VTR Position: Q2 2026 in Review

TopTier Wealth Management sold out of Ventas (VTR) in Q2 2026, closing a stake of 10 shares — an estimated $818 sold.

TopTier Wealth Management first reported a position in VTR in Q1 2026 and held it in 1 quarter. The position peaked at $818 in Q1 2026. 951 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

TopTier Wealth Management reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 10 Ventas shares in Q2 2026, an estimated $818.
TopTier Wealth Management first reported a position in Ventas in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Ventas position peaked at $818 in Q1 2026.
951 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.