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BlueDoor Private Wealth’s Ventas VTR Stock Holding History

BlueDoor Private Wealth’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 		$319K Sell
3,588
-169
-4% -$14.4K 0.13% 123
2026
Q1 		$307K Buy
3,757
+258
+7% +$21.1K 0.14% 122
2025
Q4 		$271K Buy
+3,499
New +$264K 0.13% 127

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

BlueDoor Private Wealth's VTR Position: Q2 2026 in Review

BlueDoor Private Wealth reduced its Ventas (VTR) stake by 4.5% in Q2 2026, selling an estimated $14.4K and leaving 3,588 shares worth $319K. The position accounts for 0.13% of the portfolio, ranked #123.

BlueDoor Private Wealth first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 951 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • BlueDoor Private Wealth held 3,588 shares of Ventas worth $319K as of Q2 2026.
  • BlueDoor Private Wealth sold 169 Ventas shares in Q2 2026, an estimated $14.4K.
  • Ventas made up 0.13% of BlueDoor Private Wealth's portfolio in Q2 2026, its #123 holding.
  • BlueDoor Private Wealth first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 951 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on BlueDoor Private Wealth's 13F filing for Q2 2026, filed 16 Jul 2026.