Financial Gravity Asset Management’s Ventas VTR Stock Holding History

Financial Gravity Asset Management’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	$1.64K	Hold	20	–	–	﹤0.01%	724
2025 Q4	$1.55K	Hold	20	–	–	﹤0.01%	616
2025 Q3	$1.4K	Buy	+20	New	+$1.34K	﹤0.01%	789
2025 Q1	$1.38K	Buy	+20	New	+$1.28K	﹤0.01%	853
2024 Q2	$1.02K	Hold	20	–	–	﹤0.01%	817
2024 Q1	$997	Hold	20	–	–	﹤0.01%	739
2023 Q4	$997	Buy	+20	New	+$896	﹤0.01%	793
2019 Q4	–	Sell	-1	Closed	-$63	–	564
2019 Q3	$0	Sell	1 -15	-94%	-$1.06K	﹤0.01%	1573
2019 Q2	$1K	Sell	16 -58	-78%	-$3.7K	﹤0.01%	1145
2019 Q1	$5K	Buy	+74	New	+$4.62K	﹤0.01%	705
2018 Q3	$5K	Sell	90 -105	-54%	-$6.08K	0.01%	748
2018 Q2	$11K	Buy	195 +104	+114%	+$5.44K	0.01%	557
2018 Q1	$5K	Buy	+91	New	+$4.77K	0.01%	753

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Gravity Asset Management's VTR Position: Q1 2026 in Review

Financial Gravity Asset Management held its Ventas (VTR) position steady in Q1 2026 at 20 shares worth $1.64K. The position accounts for ﹤0.01% of the portfolio, ranked #724.

Financial Gravity Asset Management first reported a position in VTR in Q1 2018 and has held it in 13 quarters since. The position peaked at $11K in Q2 2018. 932 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Financial Gravity Asset Management held 20 shares of Ventas worth $1.64K as of Q1 2026.
Financial Gravity Asset Management left its Ventas share count unchanged in Q1 2026.
Ventas made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #724 holding.
Financial Gravity Asset Management first reported a position in Ventas in Q1 2018 and has held it in 13 quarters since.
Financial Gravity Asset Management's Ventas position peaked at $11K in Q2 2018.
932 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.