Financial Consulate’s Ventas VTR Stock Holding History

Financial Consulate’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	$1.31K	Buy	16 +6	+60%	+$491	﹤0.01%	1060
2025 Q4	$774	Hold	10	–	–	﹤0.01%	1075
2025 Q3	$700	Buy	+10	New	+$672	﹤0.01%	920

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Financial Consulate's VTR Position: Q1 2026 in Review

Financial Consulate increased its Ventas (VTR) stake by 60% in Q1 2026, buying an estimated $491 and bringing the position to 16 shares worth $1.31K. The position accounts for ﹤0.01% of the portfolio, ranked #1060.

Financial Consulate first reported a position in VTR in Q3 2025 and has held it in 3 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Financial Consulate held 16 shares of Ventas worth $1.31K as of Q1 2026.
Financial Consulate bought 6 Ventas shares in Q1 2026, an estimated $491.
Ventas made up ﹤0.01% of Financial Consulate's portfolio in Q1 2026, its #1060 holding.
Financial Consulate first reported a position in Ventas in Q3 2025 and has held it in 3 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Financial Consulate's 13F filing for Q1 2026, filed 21 Apr 2026.