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Whipplewood Advisors’s Ventas VTR Stock Holding History

Whipplewood 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 		$2.4K Buy
27
+4
+17% +$341 ﹤0.01% 396
2026
Q1 		$1.88K Buy
+23
New +$1.88K ﹤0.01% 776
2025
Q3 		– Sell
-23
Closed -$1.45K – 1144
2025
Q2 		$1.45K Buy
23
+17
+283% +$1.11K ﹤0.01% 945
2025
Q1 		$1.58K Sell
6
-315
-98% -$20.1K ﹤0.01% 934
2024
Q4 		$18.9K Buy
+321
New +$20.2K 0.01% 452

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
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

Whipplewood Advisors's VTR Position: Q2 2026 in Review

Whipplewood Advisors increased its Ventas (VTR) stake by 17% in Q2 2026, buying an estimated $341 and bringing the position to 27 shares worth $2.4K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

Whipplewood Advisors first reported a position in VTR in Q4 2024 and has held it in 5 quarters since. The position peaked at $18.9K in Q4 2024. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Whipplewood Advisors held 27 shares of Ventas worth $2.4K as of Q2 2026.
  • Whipplewood Advisors bought 4 Ventas shares in Q2 2026, an estimated $341.
  • Ventas made up ﹤0.01% of Whipplewood Advisors's portfolio in Q2 2026, its #396 holding.
  • Whipplewood Advisors first reported a position in Ventas in Q4 2024 and has held it in 5 quarters since.
  • Whipplewood Advisors's Ventas position peaked at $18.9K in Q4 2024.
  • 946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.