VA
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VestGen Advisors’s Ventas VTR Stock Holding History

VestGen Advisors’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 		$369K Buy
4,156
+502
+14% +$42.8K 0.01% 770
2026
Q1 		$323K Buy
3,654
+753
+26% +$61.6K 0.01% 811
2025
Q4 		$224K Sell
2,901
-354
-11% -$26.7K 0.01% 692
2025
Q3 		$228K Buy
+3,255
New +$219K 0.01% 662

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 $3.37T AUM 44.26% 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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

VestGen Advisors's VTR Position: Q2 2026 in Review

VestGen Advisors increased its Ventas (VTR) stake by 14% in Q2 2026, buying an estimated $42.8K and bringing the position to 4,156 shares worth $369K. The position accounts for 0.01% of the portfolio, ranked #770.

VestGen Advisors first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • VestGen Advisors held 4,156 shares of Ventas worth $369K as of Q2 2026.
  • VestGen Advisors bought 502 Ventas shares in Q2 2026, an estimated $42.8K.
  • Ventas made up 0.01% of VestGen Advisors's portfolio in Q2 2026, its #770 holding.
  • VestGen Advisors first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.