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Advisors Preferred’s Ventas VTR Stock Holding History

Advisors Preferred’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 		– Sell
-56,455
Closed -$4.37M – 294
2025
Q4 		$4.37M Buy
+56,455
New +$4.26M 0.71% 34
2025
Q2 		– Sell
-41,931
Closed -$2.9M – 299
2025
Q1 		$2.9M Buy
+41,931
New +$2.68M 0.39% 51
2024
Q4 		– Sell
-75,425
Closed -$4.82M – 294
2024
Q3 		$4.82M Buy
+75,425
New +$4.4M 0.73% 48

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Advisors Preferred's VTR Position: Q1 2026 in Review

Advisors Preferred sold out of Ventas (VTR) in Q1 2026, closing a stake of 56,455 shares — an estimated $4.37M sold.

Advisors Preferred first reported a position in VTR in Q3 2024 and held it in 3 quarters. The position peaked at $4.82M in Q3 2024. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Advisors Preferred reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Advisors Preferred sold 56,455 Ventas shares in Q1 2026, an estimated $4.37M.
  • Advisors Preferred first reported a position in Ventas in Q3 2024 and held it in 3 quarters.
  • Advisors Preferred's Ventas position peaked at $4.82M in Q3 2024.
  • 924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Advisors Preferred's 13F filing for Q1 2026, filed 5 May 2026.