WAG
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Wilkerson Advisory Group’s Ventas VTR Stock Holding History

Wilkerson Advisory Group’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 		$11.7K Buy
132
+25
+23% +$2.13K ﹤0.01% 403
2026
Q1 		$8.75K Buy
107
+33
+45% +$2.7K ﹤0.01% 427
2025
Q4 		$5.73K Buy
+74
New +$5.58K ﹤0.01% 421

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

Wilkerson Advisory Group's VTR Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Ventas (VTR) stake by 23% in Q2 2026, buying an estimated $2.13K and bringing the position to 132 shares worth $11.7K. The position accounts for ﹤0.01% of the portfolio, ranked #403.

Wilkerson Advisory Group first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Wilkerson Advisory Group held 132 shares of Ventas worth $11.7K as of Q2 2026.
  • Wilkerson Advisory Group bought 25 Ventas shares in Q2 2026, an estimated $2.13K.
  • Ventas made up ﹤0.01% of Wilkerson Advisory Group's portfolio in Q2 2026, its #403 holding.
  • Wilkerson Advisory Group first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.