1834 Investment Advisors’s Ventas VTR Stock Holding History

1834 Investment 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 Q1	$1.18M	Sell	14,475 -161	-1%	-$13.2K	0.15%	106
2025 Q4	$1.13M	Buy	14,636 +28	+0.2%	+$2.11K	0.14%	107
2025 Q3	$1.02M	Sell	14,608 -207	-1%	-$13.9K	0.13%	113
2025 Q2	$936K	Buy	14,815 +334	+2%	+$21.8K	0.12%	116
2025 Q1	$996K	Buy	14,481 +274	+2%	+$17.5K	0.13%	108
2024 Q4	$837K	Sell	14,207 -178	-1%	-$11.2K	0.11%	127
2024 Q3	$923K	Sell	14,385 -1,176	-8%	-$68.7K	0.11%	127
2024 Q2	$798K	Buy	15,561 +1,370	+10%	+$64.2K	0.1%	132
2024 Q1	$618K	Buy	14,191 +2,230	+19%	+$101K	0.07%	151
2023 Q4	$596K	Buy	+11,961	New	+$536K	0.07%	153
2018 Q1	–	Sell	-200	Closed	-$12K	–	475
2017 Q4	$12K	Buy	+200	New	+$12.6K	﹤0.01%	400

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

1834 Investment Advisors's VTR Position: Q1 2026 in Review

1834 Investment Advisors reduced its Ventas (VTR) stake by 1.1% in Q1 2026, selling an estimated $13.2K and leaving 14,475 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #106.

1834 Investment Advisors first reported a position in VTR in Q4 2017 and has held it in 11 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

1834 Investment Advisors held 14,475 shares of Ventas worth $1.18M as of Q1 2026.
1834 Investment Advisors sold 161 Ventas shares in Q1 2026, an estimated $13.2K.
Ventas made up 0.15% of 1834 Investment Advisors's portfolio in Q1 2026, its #106 holding.
1834 Investment Advisors first reported a position in Ventas in Q4 2017 and has held it in 11 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on 1834 Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.