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Wealth Enhancement Trust Services’s Ventas VTR Stock Holding History

Wealth Enhancement Trust Services’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
-73
Closed -$5.97K – 1558
2026
Q1 		$5.97K Buy
+73
New +$5.98K ﹤0.01% 619

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Fidelity Investments
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Principal Financial Group
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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

Wealth Enhancement Trust Services's VTR Position: Q2 2026 in Review

Wealth Enhancement Trust Services sold out of Ventas (VTR) in Q2 2026, closing a stake of 73 shares — an estimated $5.97K sold.

Wealth Enhancement Trust Services first reported a position in VTR in Q1 2026 and held it in 1 quarter. The position peaked at $5.97K in Q1 2026. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Wealth Enhancement Trust Services reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Trust Services sold 73 Ventas shares in Q2 2026, an estimated $5.97K.
  • Wealth Enhancement Trust Services first reported a position in Ventas in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Trust Services's Ventas position peaked at $5.97K in Q1 2026.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.