DWS
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Dynamic Wealth Strategies’s Ventas VTR Stock Holding History

Dynamic Wealth Strategies’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
Q1 		$24.5K Buy
+300
New +$24.6K 0.01% 192
2025
Q3 		– Sell
-117
Closed -$7.39K – 244
2025
Q2 		$7.39K Sell
117
-109
-48% -$7.12K 0.01% 209
2025
Q1 		$15.5K Buy
+226
New +$14.4K 0.01% 179
2024
Q4 		– Sell
-642
Closed -$41K – 218
2024
Q3 		$41K Sell
642
-170
-21% -$9.93K 0.03% 136
2024
Q2 		$42K Hold
812
– – 0.04% 129
2024
Q1 		$35K Sell
812
-105
-11% -$4.77K 0.03% 138
2023
Q4 		$45.7K Buy
+917
New +$41.1K 0.04% 126

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dynamic Wealth Strategies's VTR Position: Q1 2026 in Review

Dynamic Wealth Strategies opened a new position in Ventas (VTR) in Q1 2026: 300 shares worth $24.5K. The stake represents 0.01% of the portfolio and ranks #192 among its holdings. This is a return to the name: Dynamic Wealth Strategies previously reported a position in VTR as recently as Q2 2025.

Dynamic Wealth Strategies first reported a position in VTR in Q4 2023 and has held it in 7 quarters since. The position peaked at $45.7K in Q4 2023. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Dynamic Wealth Strategies held 300 shares of Ventas worth $24.5K as of Q1 2026.
  • Ventas was a new Dynamic Wealth Strategies position in Q1 2026.
  • Ventas made up 0.01% of Dynamic Wealth Strategies's portfolio in Q1 2026, its #192 holding.
  • Dynamic Wealth Strategies first reported a position in Ventas in Q4 2023 and has held it in 7 quarters since.
  • Dynamic Wealth Strategies's Ventas position peaked at $45.7K in Q4 2023.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q1 2026, filed 13 May 2026.