Wedmont Private Capital’s Ventas VTR Stock Holding History

Wedmont Private Capital’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	$1.19M	Buy	13,172 +3	+0%	+$256	0.03%	304
2026 Q1	$1.11M	Buy	13,169 +500	+4%	+$40.9K	0.04%	290
2025 Q4	$959K	Buy	12,669 +2,631	+26%	+$198K	0.03%	301
2025 Q3	$691K	Buy	10,038 +5,284	+111%	+$355K	0.03%	355
2025 Q2	$298K	Buy	4,754 +857	+22%	+$56K	0.01%	573
2025 Q1	$258K	Buy	+3,897	New	+$249K	0.01%	560

Other funds holding VTR

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

VAM

Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return

ONB

Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

PensionDanmark Copenhagen O, Denmark $12B AUM

GHAM

Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

UAS

United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return

Wedmont Private Capital's VTR Position: Q2 2026 in Review

Wedmont Private Capital increased its Ventas (VTR) stake by 0.02% in Q2 2026, buying an estimated $256 and bringing the position to 13,172 shares worth $1.19M. The position accounts for 0.03% of the portfolio, ranked #304.

Wedmont Private Capital first reported a position in VTR in Q1 2025 and has held it in 6 quarters since. 103 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Wedmont Private Capital held 13,172 shares of Ventas worth $1.19M as of Q2 2026.
Wedmont Private Capital bought 3 Ventas shares in Q2 2026, an estimated $256.
Ventas made up 0.03% of Wedmont Private Capital's portfolio in Q2 2026, its #304 holding.
Wedmont Private Capital first reported a position in Ventas in Q1 2025 and has held it in 6 quarters since.
103 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.