FDW
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Fourth Dimension Wealth’s Ventas VTR Stock Holding History

Fourth Dimension Wealth’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
Q2 		$6.04K Hold
68
– – ﹤0.01% 531
2026
Q1 		$5.56K Hold
68
– – ﹤0.01% 468
2025
Q4 		$5.26K Sell
68
-32
-32% -$2.41K ﹤0.01% 479
2025
Q3 		$7K Hold
100
– – ﹤0.01% 452
2025
Q2 		$6.31K Hold
100
– – ﹤0.01% 471
2025
Q1 		$6.88K Hold
100
– – ﹤0.01% 462
2024
Q4 		$5.89K Buy
+100
New +$6.28K ﹤0.01% 489

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fourth Dimension Wealth's VTR Position: Q2 2026 in Review

Fourth Dimension Wealth held its Ventas (VTR) position steady in Q2 2026 at 68 shares worth $6.04K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Fourth Dimension Wealth first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $7K in Q3 2025. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Fourth Dimension Wealth held 68 shares of Ventas worth $6.04K as of Q2 2026.
  • Fourth Dimension Wealth left its Ventas share count unchanged in Q2 2026.
  • Ventas made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #531 holding.
  • Fourth Dimension Wealth first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • Fourth Dimension Wealth's Ventas position peaked at $7K in Q3 2025.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.