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Financial Network Wealth Advisors’s Ventas VTR Stock Holding History

Financial Network Wealth Advisors’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 		– Sell
-17
Closed -$1.31K – 907
2025
Q4 		$1.31K Hold
17
– – ﹤0.01% 747
2025
Q3 		$1.19K Hold
17
– – ﹤0.01% 764
2025
Q2 		$1.07K Hold
17
– – ﹤0.01% 761
2025
Q1 		$1.17K Buy
+17
New +$1.08K ﹤0.01% 677

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Financial Network Wealth Advisors's VTR Position: Q1 2026 in Review

Financial Network Wealth Advisors sold out of Ventas (VTR) in Q1 2026, closing a stake of 17 shares — an estimated $1.31K sold.

Financial Network Wealth Advisors first reported a position in VTR in Q1 2025 and held it in 4 quarters. The position peaked at $1.31K in Q4 2025. 933 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Financial Network Wealth Advisors reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Financial Network Wealth Advisors sold 17 Ventas shares in Q1 2026, an estimated $1.31K.
  • Financial Network Wealth Advisors first reported a position in Ventas in Q1 2025 and held it in 4 quarters.
  • Financial Network Wealth Advisors's Ventas position peaked at $1.31K in Q4 2025.
  • 933 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Financial Network Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.