Westside Investment Management’s Ventas VTR Stock Holding History

Westside Investment Management’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	$29.1K	Hold	328	–	–	﹤0.01%	788
2026 Q1	$27.3K	Hold	328	–	–	﹤0.01%	772
2025 Q4	$25.4K	Hold	328	–	–	﹤0.01%	788
2025 Q3	$23.1K	Buy	328 +164	+100%	+$11K	﹤0.01%	830
2025 Q2	$10.3K	Buy	+164	New	+$10.7K	﹤0.01%	924
2022 Q4	–	Sell	-100	Closed	-$4.02K	–	861
2022 Q3	$4.02K	Hold	100	–	–	0.01%	226
2022 Q2	$6.28K	Hold	100	–	–	0.01%	208
2022 Q1	$6.28K	Sell	100 -200	-67%	-$10.9K	0.01%	209
2021 Q4	$15.8K	Sell	300 -300	-50%	-$15.7K	0.04%	166
2021 Q3	$16.8K	Hold	600	–	–	0.04%	163
2021 Q2	$17.1K	Hold	600	–	–	0.04%	164
2021 Q1	$16K	Buy	600 +100	+20%	+$5.13K	0.04%	158
2020 Q4	$9.82K	Hold	500	–	–	0.03%	144
2020 Q3	$8.4K	Hold	500	–	–	﹤0.01%	152
2020 Q2	$7.33K	Hold	500	–	–	﹤0.01%	139
2020 Q1	$5.37K	Buy	+500	New	+$24.8K	﹤0.01%	156
2019 Q2	$12.4K	Buy	+500	New	+$31.9K	0.03%	67
2018 Q4	$29.7K	Hold	500	–	–	0.01%	346
2018 Q3	$27.3K	Hold	500	–	–	0.01%	312
2018 Q2	$28.7K	Buy	500 +300	+150%	+$15.7K	0.01%	350
2018 Q1	$9.88K	Buy	+200	New	+$10.5K	0.01%	549
2017 Q1	–	Sell	-200	Closed	-$12.3K	–	788
2016 Q4	$12.3K	Buy	+200	New	+$12.7K	0.01%	358

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 $3.37T AUM 44.26% 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

Westside Investment Management's VTR Position: Q2 2026 in Review

Westside Investment Management held its Ventas (VTR) position steady in Q2 2026 at 328 shares worth $29.1K. The position accounts for ﹤0.01% of the portfolio, ranked #788.

Westside Investment Management first reported a position in VTR in Q4 2016 and has held it in 22 quarters since. The position peaked at $29.7K in Q4 2018. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Westside Investment Management held 328 shares of Ventas worth $29.1K as of Q2 2026.
Westside Investment Management left its Ventas share count unchanged in Q2 2026.
Ventas made up ﹤0.01% of Westside Investment Management's portfolio in Q2 2026, its #788 holding.
Westside Investment Management first reported a position in Ventas in Q4 2016 and has held it in 22 quarters since.
Westside Investment Management's Ventas position peaked at $29.7K in Q4 2018.
948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Westside Investment Management's 13F filing for Q2 2026, filed 27 Jul 2026.