Wellspring Financial Advisors’s Ventas VTR Stock Holding History

Wellspring Financial 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	$202K	Buy	+2,277	New	+$194K	0.01%	268

Other funds holding VTR

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

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

AIM

Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

SGK

Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 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

Wellspring Financial Advisors's VTR Position: Q2 2026 in Review

Wellspring Financial Advisors opened a new position in Ventas (VTR) in Q2 2026: 2,277 shares worth $202K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

216 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Wellspring Financial Advisors held 2,277 shares of Ventas worth $202K as of Q2 2026.
Ventas was a new Wellspring Financial Advisors position in Q2 2026.
Ventas made up 0.01% of Wellspring Financial Advisors's portfolio in Q2 2026, its #268 holding.
216 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.