Focus Partners Advisor Solutions’s Ventas VTR Stock Holding History

Focus Partners Advisor Solutions’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	$1.51M	Buy	18,496 +7,002	+61%	+$573K	0.02%	429
2025 Q4	$889K	Sell	11,494 -12,156	-51%	-$917K	0.01%	532
2025 Q3	$1.78M	Buy	23,650 +15,273	+182%	+$1.03M	0.02%	367
2025 Q2	$529K	Sell	8,377 -2,882	-26%	-$188K	0.01%	655
2025 Q1	$774K	Buy	11,259 +6,959	+162%	+$444K	0.01%	447
2024 Q4	$253K	Sell	4,300 -570	-12%	-$35.8K	﹤0.01%	659
2024 Q3	$312K	Sell	4,870 -574	-11%	-$33.5K	0.01%	565
2024 Q2	$279K	Buy	5,444 +830	+18%	+$38.9K	0.01%	504
2024 Q1	$201K	Buy	+4,614	New	+$210K	0.01%	585

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

Focus Partners Advisor Solutions's VTR Position: Q1 2026 in Review

Focus Partners Advisor Solutions increased its Ventas (VTR) stake by 61% in Q1 2026, buying an estimated $573K and bringing the position to 18,496 shares worth $1.51M. The position accounts for 0.02% of the portfolio, ranked #429.

Focus Partners Advisor Solutions first reported a position in VTR in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.78M in Q3 2025. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Focus Partners Advisor Solutions held 18,496 shares of Ventas worth $1.51M as of Q1 2026.
Focus Partners Advisor Solutions bought 7,002 Ventas shares in Q1 2026, an estimated $573K.
Ventas made up 0.02% of Focus Partners Advisor Solutions's portfolio in Q1 2026, its #429 holding.
Focus Partners Advisor Solutions first reported a position in Ventas in Q1 2024 and has held it in 9 quarters since.
Focus Partners Advisor Solutions's Ventas position peaked at $1.78M in Q3 2025.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q1 2026, filed 13 May 2026.