Darwin Wealth Management
VTR icon

Darwin Wealth Management’s Ventas VTR Stock Holding History

Darwin Wealth Management’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 		$57.7K Buy
+678
New +$62.2K 0.02% 289
2020
Q2 		– Sell
-200
Closed -$5K – 782
2020
Q1 		$5K Buy
+200
New +$9.9K ﹤0.01% 600

Other funds holding VTR

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
WCM Investment Management
WCM Investment Management Laguna Beach, California $59.1B AUM 41.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $109B AUM 51.53% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return

Darwin Wealth Management's VTR Position: Q3 2026 in Review

Darwin Wealth Management opened a new position in Ventas (VTR) in Q3 2026: 678 shares worth $57.7K. The stake represents 0.02% of the portfolio and ranks #289 among its holdings. This is a return to the name: Darwin Wealth Management previously reported a position in VTR as recently as Q1 2020.

Darwin Wealth Management first reported a position in VTR in Q1 2020 and has held it in 2 quarters since. 590 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Darwin Wealth Management held 678 shares of Ventas worth $57.7K as of Q3 2026.
  • Ventas was a new Darwin Wealth Management position in Q3 2026.
  • Ventas made up 0.02% of Darwin Wealth Management's portfolio in Q3 2026, its #289 holding.
  • Darwin Wealth Management first reported a position in Ventas in Q1 2020 and has held it in 2 quarters since.
  • 590 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Darwin Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.