EWP
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Elevation Wealth Partners’s Ventas VTR Stock Holding History

Elevation 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 		$6.22K Buy
70
+46
+192% +$3.92K ﹤0.01% 956
2026
Q1 		$1.96K Hold
24
– – ﹤0.01% 915
2025
Q4 		$1.86K Buy
+24
New +$1.81K ﹤0.01% 801
2024
Q1 		– Sell
-250
Closed -$10.5K – 507
2023
Q4 		$10.5K Buy
+250
New +$11.2K 0.01% 329

Other funds holding VTR

Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
RAM
Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return

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

Elevation Wealth Partners increased its Ventas (VTR) stake by 192% in Q2 2026, buying an estimated $3.92K and bringing the position to 70 shares worth $6.22K. The position accounts for ﹤0.01% of the portfolio, ranked #956.

Elevation Wealth Partners first reported a position in VTR in Q4 2023 and has held it in 4 quarters since. The position peaked at $10.5K in Q4 2023. 306 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Elevation Wealth Partners held 70 shares of Ventas worth $6.22K as of Q2 2026.
  • Elevation Wealth Partners bought 46 Ventas shares in Q2 2026, an estimated $3.92K.
  • Ventas made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q2 2026, its #956 holding.
  • Elevation Wealth Partners first reported a position in Ventas in Q4 2023 and has held it in 4 quarters since.
  • Elevation Wealth Partners's Ventas position peaked at $10.5K in Q4 2023.
  • 306 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.