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Garton & Associates Financial Advisors’s Ventas VTR Stock Holding History

Garton & Associates Financial 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
-1,802
Closed -$139K – 690
2025
Q4 		$139K Buy
+1,802
New +$136K 0.08% 176

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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

Garton & Associates Financial Advisors's VTR Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Ventas (VTR) in Q1 2026, closing a stake of 1,802 shares — an estimated $139K sold.

Garton & Associates Financial Advisors first reported a position in VTR in Q4 2025 and held it in 1 quarter. The position peaked at $139K in Q4 2025. 929 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 1,802 Ventas shares in Q1 2026, an estimated $139K.
  • Garton & Associates Financial Advisors first reported a position in Ventas in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Ventas position peaked at $139K in Q4 2025.
  • 929 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.