Toth Financial Advisory’s Ventas VTR Stock Holding History

Toth Financial Advisory’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	-1	Closed	-$82	–	1023
2026 Q1	$82	Hold	1	–	–	﹤0.01%	908
2025 Q4	$78	Buy	+1	New	+$75	﹤0.01%	904
2023 Q2	–	Sell	-31	Closed	-$1.34K	–	898
2023 Q1	$1.34K	Buy	+31	New	+$1.49K	﹤0.01%	722
2021 Q1	–	Sell	-196	Closed	-$10K	–	720
2020 Q4	$10K	Buy	196 +2	+1%	+$92	﹤0.01%	413
2020 Q3	$8K	Buy	194 +2	+1%	+$80	﹤0.01%	398
2020 Q2	$7K	Buy	192 +5	+3%	+$165	﹤0.01%	389
2020 Q1	$5K	Buy	187 +3	+2%	+$149	﹤0.01%	335
2019 Q4	$11K	Buy	184 +2	+1%	+$126	﹤0.01%	295
2019 Q3	$13K	Buy	182 +2	+1%	+$142	﹤0.01%	303
2019 Q2	$12K	Buy	180 +2	+1%	+$128	﹤0.01%	313
2019 Q1	$11K	Buy	+178	New	+$11.1K	﹤0.01%	302

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

Toth Financial Advisory's VTR Position: Q2 2026 in Review

Toth Financial Advisory sold out of Ventas (VTR) in Q2 2026, closing a stake of 1 share — an estimated $82 sold.

Toth Financial Advisory first reported a position in VTR in Q1 2019 and held it in 11 quarters. The position peaked at $13K in Q3 2019. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Toth Financial Advisory reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
Toth Financial Advisory sold 1 Ventas share in Q2 2026, an estimated $82.
Toth Financial Advisory first reported a position in Ventas in Q1 2019 and held it in 11 quarters.
Toth Financial Advisory's Ventas position peaked at $13K in Q3 2019.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Toth Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.