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Bridgewater Advisors’s Ventas VTR Stock Holding History

Bridgewater 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 		$502K Sell
6,385
-405
-6% -$33.2K 0.03% 247
2025
Q4 		$400K Buy
6,790
+133
+2% +$10K 0.03% 304
2025
Q3 		$382K Buy
6,657
+426
+7% +$28.6K 0.03% 299
2025
Q2 		$346K Buy
6,231
+495
+9% +$32.3K 0.03% 316
2025
Q1 		$397K Buy
+5,736
New +$366K 0.03% 272

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

Bridgewater Advisors's VTR Position: Q1 2026 in Review

Bridgewater Advisors reduced its Ventas (VTR) stake by 6% in Q1 2026, selling an estimated $33.2K and leaving 6,385 shares worth $502K. The position accounts for 0.03% of the portfolio, ranked #247.

Bridgewater Advisors first reported a position in VTR in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Bridgewater Advisors held 6,385 shares of Ventas worth $502K as of Q1 2026.
  • Bridgewater Advisors sold 405 Ventas shares in Q1 2026, an estimated $33.2K.
  • Ventas made up 0.03% of Bridgewater Advisors's portfolio in Q1 2026, its #247 holding.
  • Bridgewater Advisors first reported a position in Ventas in Q1 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

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