FNWM
VTR icon

Financial Network Wealth Management’s Ventas VTR Stock Holding History

Financial Network Wealth 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
2025
Q1 		$46K Buy
+675
New +$43.1K 0.02% 228

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Financial Network Wealth Management's VTR Position: Q1 2025 in Review

Financial Network Wealth Management opened a new position in Ventas (VTR) in Q1 2025: 675 shares worth $46K. The stake represents 0.02% of the portfolio and ranks #228 among its holdings.

806 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

  • Financial Network Wealth Management held 675 shares of Ventas worth $46K as of Q1 2025.
  • Ventas was a new Financial Network Wealth Management position in Q1 2025.
  • Ventas made up 0.02% of Financial Network Wealth Management's portfolio in Q1 2025, its #228 holding.
  • 806 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Financial Network Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.