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 Q3	$3.49K	Buy	+41	New	+$3.76K	﹤0.01%	719
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Toth Financial Advisory's VTR Position: Q3 2026 in Review

Toth Financial Advisory opened a new position in Ventas (VTR) in Q3 2026: 41 shares worth $3.49K. The stake represents ﹤0.01% of the portfolio and ranks #719 among its holdings. This is a return to the name: Toth Financial Advisory previously reported a position in VTR as recently as Q1 2026.

Toth Financial Advisory first reported a position in VTR in Q1 2019 and has held it in 12 quarters since. The position peaked at $13K in Q3 2019. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Toth Financial Advisory held 41 shares of Ventas worth $3.49K as of Q3 2026.
Ventas was a new Toth Financial Advisory position in Q3 2026.
Ventas made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #719 holding.
Toth Financial Advisory first reported a position in Ventas in Q1 2019 and has held it in 12 quarters since.
Toth Financial Advisory's Ventas position peaked at $13K in Q3 2019.
481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.