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Clark Wealth Partners’s Ventas VTR Stock Holding History

Clark 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 		$1.95K Sell
22
-25
-53% -$2.13K ﹤0.01% 422
2026
Q1 		$3.84K Sell
47
-6
-11% -$491 ﹤0.01% 365
2025
Q4 		$4.1K Hold
53
– – ﹤0.01% 356
2025
Q3 		$4.1K Buy
53
+31
+141% +$2.08K ﹤0.01% 356
2025
Q2 		$1.39K Buy
22
+1
+5% +$65 ﹤0.01% 414
2025
Q1 		$1.44K Buy
21
+2
+11% +$128 ﹤0.01% 410
2024
Q4 		$1.12K Buy
+19
New +$1.19K ﹤0.01% 438

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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

Clark Wealth Partners reduced its Ventas (VTR) stake by 53% in Q2 2026, selling an estimated $2.13K and leaving 22 shares worth $1.95K. The position accounts for ﹤0.01% of the portfolio, ranked #422.

Clark Wealth Partners first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.1K in Q4 2025. 895 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Clark Wealth Partners held 22 shares of Ventas worth $1.95K as of Q2 2026.
  • Clark Wealth Partners sold 25 Ventas shares in Q2 2026, an estimated $2.13K.
  • Ventas made up ﹤0.01% of Clark Wealth Partners's portfolio in Q2 2026, its #422 holding.
  • Clark Wealth Partners first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • Clark Wealth Partners's Ventas position peaked at $4.1K in Q4 2025.
  • 895 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Clark Wealth Partners's 13F filing for Q2 2026, filed 28 Jul 2026.