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Atomi Financial Group’s Ventas VTR Stock Holding History

Atomi Financial 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
Q1 		$436K Sell
5,335
-202
-4% -$16.5K 0.01% 767
2025
Q4 		$428K Buy
5,537
+442
+9% +$33.3K 0.01% 767
2025
Q3 		$357K Buy
5,095
+272
+6% +$18.3K 0.01% 792
2025
Q2 		$305K Sell
4,823
-509
-10% -$33.2K 0.01% 808
2025
Q1 		$367K Buy
5,332
+637
+14% +$40.7K 0.02% 675
2024
Q4 		$277K Buy
4,695
+499
+12% +$31.4K 0.01% 764
2024
Q3 		$269K Buy
+4,196
New +$245K 0.02% 717

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

Atomi Financial Group's VTR Position: Q1 2026 in Review

Atomi Financial Group reduced its Ventas (VTR) stake by 3.6% in Q1 2026, selling an estimated $16.5K and leaving 5,335 shares worth $436K. The position accounts for 0.01% of the portfolio, ranked #767.

Atomi Financial Group first reported a position in VTR in Q3 2024 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Atomi Financial Group held 5,335 shares of Ventas worth $436K as of Q1 2026.
  • Atomi Financial Group sold 202 Ventas shares in Q1 2026, an estimated $16.5K.
  • Ventas made up 0.01% of Atomi Financial Group's portfolio in Q1 2026, its #767 holding.
  • Atomi Financial Group first reported a position in Ventas in Q3 2024 and has held it in 7 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.