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Gateway Wealth Partners’s Ventas VTR Stock Holding History

Gateway Wealth Partners’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 		– Sell
-4,185
Closed -$342K – 954
2026
Q1 		$342K Buy
+4,185
New +$343K 0.01% 709
2024
Q1 		– Sell
-4,056
Closed -$202K – 254
2023
Q4 		$202K Buy
+4,056
New +$182K 0.08% 221

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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 $3.38T AUM 44.17% 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

Gateway Wealth Partners's VTR Position: Q2 2026 in Review

Gateway Wealth Partners sold out of Ventas (VTR) in Q2 2026, closing a stake of 4,185 shares — an estimated $342K sold.

Gateway Wealth Partners first reported a position in VTR in Q4 2023 and held it in 2 quarters. The position peaked at $342K in Q1 2026. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Gateway Wealth Partners reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • Gateway Wealth Partners sold 4,185 Ventas shares in Q2 2026, an estimated $342K.
  • Gateway Wealth Partners first reported a position in Ventas in Q4 2023 and held it in 2 quarters.
  • Gateway Wealth Partners's Ventas position peaked at $342K in Q1 2026.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Gateway Wealth Partners's 13F filing for Q2 2026, filed 4 Aug 2026.