Bartlett & Co Wealth Management
VTR icon

Bartlett & Co Wealth Management’s Ventas VTR Stock Holding History

Bartlett & Co Wealth Management’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
Q3 		$31.7K Buy
370
+74
+25% +$6.78K ﹤0.01% 814
2026
Q2 		$26.5K Buy
296
+45
+18% +$3.84K ﹤0.01% 844
2026
Q1 		$22.1K Buy
251
+10
+4% +$819 ﹤0.01% 808
2025
Q4 		$18.8K Hold
241
– – ﹤0.01% 833
2025
Q3 		$17K Buy
241
+53
+28% +$3.56K ﹤0.01% 847
2025
Q2 		$12K Sell
188
-2
-1% -$131 ﹤0.01% 901
2025
Q1 		$13.2K Buy
190
+2
+1% +$128 ﹤0.01% 885
2024
Q4 		$11.2K Buy
+188
New +$11.8K ﹤0.01% 897
2021
Q3 		– Sell
-10
Closed -$576 – 1083
2021
Q2 		$576 Hold
10
– – ﹤0.01% 1014
2021
Q1 		$538 Hold
10
– – ﹤0.01% 1047
2020
Q4 		$495 Buy
+10
New +$462 ﹤0.01% 1150
2019
Q3 		– Sell
-290
Closed -$20K – 940
2019
Q2 		$20K Sell
290
-141
-33% -$8.99K ﹤0.01% 532
2019
Q1 		$27.8K Buy
431
+4
+0.9% +$250 ﹤0.01% 491
2018
Q4 		$25.4K Buy
427
+4
+0.9% +$236 ﹤0.01% 496
2018
Q3 		$23.4K Buy
423
+3
+0.7% +$174 ﹤0.01% 522
2018
Q2 		$23.9K Buy
420
+5
+1% +$262 ﹤0.01% 507
2018
Q1 		$20.9K Buy
+415
New +$21.8K ﹤0.01% 536

Other funds holding VTR

JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
APG Asset Management US
APG Asset Management US New York $13.3B AUM 5.36% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bartlett & Co Wealth Management's VTR Position: Q3 2026 in Review

Bartlett & Co Wealth Management increased its Ventas (VTR) stake by 25% in Q3 2026, buying an estimated $6.78K and bringing the position to 370 shares worth $31.7K. The position accounts for ﹤0.01% of the portfolio, ranked #814.

Bartlett & Co Wealth Management first reported a position in VTR in Q1 2018 and has held it in 17 quarters since. 704 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Bartlett & Co Wealth Management held 370 shares of Ventas worth $31.7K as of Q3 2026.
  • Bartlett & Co Wealth Management bought 74 Ventas shares in Q3 2026, an estimated $6.78K.
  • Ventas made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q3 2026, its #814 holding.
  • Bartlett & Co Wealth Management first reported a position in Ventas in Q1 2018 and has held it in 17 quarters since.
  • 704 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q3 2026, filed 12 Nov 2026.