Foundations Investment Advisors’s Ventas VTR Stock Holding History

Foundations Investment 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	$453K	Buy	5,543 +811	+17%	+$66.4K	0.01%	748
2025 Q4	$366K	Buy	4,732 +285	+6%	+$21.5K	﹤0.01%	824
2025 Q3	$311K	Buy	4,447 +144	+3%	+$9.68K	﹤0.01%	839
2025 Q2	$272K	Buy	4,303 +58	+1%	+$3.79K	﹤0.01%	778
2025 Q1	$292K	Buy	4,245 +109	+3%	+$6.96K	0.01%	718
2024 Q4	$244K	Buy	4,136 +304	+8%	+$19.1K	﹤0.01%	722
2024 Q3	$246K	Buy	+3,832	New	+$224K	0.01%	698
2019 Q1	–	Sell	-6,484	Closed	-$417K	–	124
2018 Q4	$417K	Sell	6,484 -1,079	-14%	-$63.6K	0.09%	69
2018 Q3	$411K	Buy	7,563 +1,436	+23%	+$83.1K	0.1%	70
2018 Q2	$349K	Buy	+6,127	New	+$321K	0.09%	68

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

Foundations Investment Advisors's VTR Position: Q1 2026 in Review

Foundations Investment Advisors increased its Ventas (VTR) stake by 17% in Q1 2026, buying an estimated $66.4K and bringing the position to 5,543 shares worth $453K. The position accounts for 0.01% of the portfolio, ranked #748.

Foundations Investment Advisors first reported a position in VTR in Q2 2018 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Foundations Investment Advisors held 5,543 shares of Ventas worth $453K as of Q1 2026.
Foundations Investment Advisors bought 811 Ventas shares in Q1 2026, an estimated $66.4K.
Ventas made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #748 holding.
Foundations Investment Advisors first reported a position in Ventas in Q2 2018 and has held it in 10 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.