BSW Wealth Partners’s Ventas VTR Stock Holding History

BSW Wealth Partners’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	$364K	Buy	4,100 +1,628	+66%	+$139K	0.04%	222
2026 Q1	$202K	Buy	+2,472	New	+$202K	0.02%	304

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

BSW Wealth Partners's VTR Position: Q2 2026 in Review

BSW Wealth Partners increased its Ventas (VTR) stake by 66% in Q2 2026, buying an estimated $139K and bringing the position to 4,100 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #222.

BSW Wealth Partners first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

BSW Wealth Partners held 4,100 shares of Ventas worth $364K as of Q2 2026.
BSW Wealth Partners bought 1,628 Ventas shares in Q2 2026, an estimated $139K.
Ventas made up 0.04% of BSW Wealth Partners's portfolio in Q2 2026, its #222 holding.
BSW Wealth Partners first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on BSW Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.