Vise Technologies’s Ventas VTR Stock Holding History

Vise Technologies’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	$550K	Buy	6,194 +2,717	+78%	+$232K	0.01%	1099
2026 Q1	$269K	Hold	3,477	–	–	0.01%	1204
2025 Q4	$269K	Buy	+3,477	New	+$262K	0.01%	1212

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 $3.38T AUM 44.17% 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

Vise Technologies's VTR Position: Q2 2026 in Review

Vise Technologies increased its Ventas (VTR) stake by 78% in Q2 2026, buying an estimated $232K and bringing the position to 6,194 shares worth $550K. The position accounts for 0.01% of the portfolio, ranked #1099.

Vise Technologies first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Vise Technologies held 6,194 shares of Ventas worth $550K as of Q2 2026.
Vise Technologies bought 2,717 Ventas shares in Q2 2026, an estimated $232K.
Ventas made up 0.01% of Vise Technologies's portfolio in Q2 2026, its #1099 holding.
Vise Technologies first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.