Family Wealth Partners’s Ventas VTR Stock Holding History

Family 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	$891K	Buy	10,034 +529	+6%	+$45.1K	0.27%	46
2026 Q1	$777K	Buy	9,505 +995	+12%	+$81.4K	0.27%	48
2025 Q4	$659K	Buy	8,510 +799	+10%	+$60.3K	0.24%	48
2025 Q3	$540K	Buy	7,711 +3,138	+69%	+$211K	0.2%	50
2025 Q2	$289K	Buy	+4,573	New	+$299K	0.12%	56

Other funds holding VTR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

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

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

Family Wealth Partners increased its Ventas (VTR) stake by 5.6% in Q2 2026, buying an estimated $45.1K and bringing the position to 10,034 shares worth $891K. The position accounts for 0.27% of the portfolio, ranked #46.

Family Wealth Partners first reported a position in VTR in Q2 2025 and has held it in 5 quarters since. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Family Wealth Partners held 10,034 shares of Ventas worth $891K as of Q2 2026.
Family Wealth Partners bought 529 Ventas shares in Q2 2026, an estimated $45.1K.
Ventas made up 0.27% of Family Wealth Partners's portfolio in Q2 2026, its #46 holding.
Family Wealth Partners first reported a position in Ventas in Q2 2025 and has held it in 5 quarters since.
346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.