Clark Wealth Partners
VTR icon

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
Q3 		$5.9K Buy
69
+47
+214% +$4.31K ﹤0.01% 361
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 $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
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
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
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

Clark Wealth Partners's VTR Position: Q3 2026 in Review

Clark Wealth Partners increased its Ventas (VTR) stake by 214% in Q3 2026, buying an estimated $4.31K and bringing the position to 69 shares worth $5.9K. The position accounts for ﹤0.01% of the portfolio, ranked #361.

Clark Wealth Partners first reported a position in VTR in Q4 2024 and has held it in 8 quarters since. 821 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Clark Wealth Partners held 69 shares of Ventas worth $5.9K as of Q3 2026.
  • Clark Wealth Partners bought 47 Ventas shares in Q3 2026, an estimated $4.31K.
  • Ventas made up ﹤0.01% of Clark Wealth Partners's portfolio in Q3 2026, its #361 holding.
  • Clark Wealth Partners first reported a position in Ventas in Q4 2024 and has held it in 8 quarters since.
  • 821 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Clark Wealth Partners's 13F filing for Q3 2026, filed 19 Oct 2026.