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
Q3 		$14.9K Buy
175
+105
+150% +$9.63K ﹤0.01% 761
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

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
LWAM
Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

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

Elevation Wealth Partners increased its Ventas (VTR) stake by 150% in Q3 2026, buying an estimated $9.63K and bringing the position to 175 shares worth $14.9K. The position accounts for ﹤0.01% of the portfolio, ranked #761.

Elevation Wealth Partners first reported a position in VTR in Q4 2023 and has held it in 5 quarters since. 36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Elevation Wealth Partners held 175 shares of Ventas worth $14.9K as of Q3 2026.
  • Elevation Wealth Partners bought 105 Ventas shares in Q3 2026, an estimated $9.63K.
  • Ventas made up ﹤0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #761 holding.
  • Elevation Wealth Partners first reported a position in Ventas in Q4 2023 and has held it in 5 quarters since.
  • 36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.