WAG
VTR icon

Wiser Advisor Group’s Ventas VTR Stock Holding History

Wiser Advisor 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 		$34.8K Buy
392
+2
+0.5% +$170 0.04% 104
2026
Q1 		$31.9K Buy
390
+3
+0.8% +$246 0.04% 105
2025
Q4 		$30K Buy
387
+3
+0.8% +$226 0.03% 113
2025
Q3 		$26.9K Buy
+384
New +$25.8K 0.03% 121
2025
Q2 		– Sell
-379
Closed -$26.1K – 251
2025
Q1 		$26.1K Buy
379
+3
+0.8% +$192 0.04% 131
2024
Q4 		$22.1K Buy
376
+3
+0.8% +$189 0.03% 140
2024
Q3 		$24K Buy
373
+2
+0.5% +$117 0.04% 140
2024
Q2 		$19K Buy
371
+5
+1% +$234 0.03% 152
2024
Q1 		$16K Buy
366
+3
+0.8% +$136 0.03% 163
2023
Q4 		$18.1K Buy
+363
New +$16.3K 0.03% 153

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

Wiser Advisor Group's VTR Position: Q2 2026 in Review

Wiser Advisor Group increased its Ventas (VTR) stake by 0.51% in Q2 2026, buying an estimated $170 and bringing the position to 392 shares worth $34.8K. The position accounts for 0.04% of the portfolio, ranked #104.

Wiser Advisor Group first reported a position in VTR in Q4 2023 and has held it in 10 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Wiser Advisor Group held 392 shares of Ventas worth $34.8K as of Q2 2026.
  • Wiser Advisor Group bought 2 Ventas shares in Q2 2026, an estimated $170.
  • Ventas made up 0.04% of Wiser Advisor Group's portfolio in Q2 2026, its #104 holding.
  • Wiser Advisor Group first reported a position in Ventas in Q4 2023 and has held it in 10 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wiser Advisor Group's 13F filing for Q2 2026, filed 17 Aug 2026.