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Essential Partners’s Ventas VTR Stock Holding History

Essential 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 		$348K Buy
4,088
+67
+2% +$6.14K 0.16% 128
2026
Q2 		$357K Sell
4,021
-80
-2% -$6.82K 0.16% 123
2026
Q1 		$335K Sell
4,101
-857
-17% -$70.2K 0.11% 206
2025
Q4 		$384K Buy
4,958
+2,410
+95% +$182K 0.12% 218
2025
Q3 		$178K Sell
2,548
-1,301
-34% -$87.4K 0.06% 337
2025
Q2 		$243K Buy
+3,849
New +$251K 0.1% 254

Other funds holding VTR

Congress Asset Management
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
State of Alaska Department of Revenue
State of Alaska Department of Revenue Juneau, Alaska $9.6B AUM 34.67% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
PensionDanmark
PensionDanmark Copenhagen O, Denmark $12.3B AUM 33.99% 1-Year Est. Return
Gilman Hill Asset Management
Gilman Hill Asset Management New Canaan, Connecticut $718M AUM 15.3% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avanza Fonder
Avanza Fonder Stockholm, Sweden $5.23B AUM 33.79% 1-Year Est. Return

Essential Partners's VTR Position: Q3 2026 in Review

Essential Partners increased its Ventas (VTR) stake by 1.7% in Q3 2026, buying an estimated $6.14K and bringing the position to 4,088 shares worth $348K. The position accounts for 0.16% of the portfolio, ranked #128.

Essential Partners first reported a position in VTR in Q2 2025 and has held it in 6 quarters since. The position peaked at $384K in Q4 2025. 126 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Essential Partners held 4,088 shares of Ventas worth $348K as of Q3 2026.
  • Essential Partners bought 67 Ventas shares in Q3 2026, an estimated $6.14K.
  • Ventas made up 0.16% of Essential Partners's portfolio in Q3 2026, its #128 holding.
  • Essential Partners first reported a position in Ventas in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Ventas position peaked at $384K in Q4 2025.
  • 126 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.