DWM
VTR icon

Dogwood Wealth Management’s Ventas VTR Stock Holding History

Dogwood 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
Q2 		$15.9K Buy
179
+48
+37% +$4.09K 0.01% 294
2026
Q1 		$10.7K Buy
131
+8
+7% +$655 ﹤0.01% 331
2025
Q4 		$9.52K Buy
123
+6
+5% +$453 ﹤0.01% 302
2025
Q3 		$8.19K Buy
117
+29
+33% +$1.95K ﹤0.01% 304
2025
Q2 		$5.52K Buy
88
+60
+214% +$3.92K ﹤0.01% 412
2025
Q1 		$1.93K Buy
+28
New +$1.79K ﹤0.01% 346
2024
Q4 		– Hold
0
– -$2 – 639
2024
Q3 		– Hold
0
– – – 518
2024
Q2 		– Hold
0
– – – 545
2024
Q1 		– Hold
0
– – – 616
2023
Q4 		– Hold
0
– – – 514

Other funds holding VTR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return