GIM
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Gold Investment Management’s Ventas VTR Stock Holding History

Gold Investment Management’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 		$1.29M Buy
15,726
+5
+0% +$409 0.4% 71
2025
Q4 		$1.22M Sell
15,721
-514
-3% -$38.8K 0.39% 74
2025
Q3 		$1.14M Sell
16,235
-514
-3% -$34.5K 0.38% 75
2025
Q2 		$1.05M Sell
16,749
-1,643
-9% -$107K 0.4% 72
2025
Q1 		$1.26M Sell
18,392
-727
-4% -$46.4K 0.53% 66
2024
Q4 		$1.13M Sell
19,119
-423
-2% -$26.6K 0.47% 67
2024
Q3 		$1.25M Sell
19,542
-602
-3% -$35.1K 0.52% 64
2024
Q2 		$1.03M Sell
20,144
-699
-3% -$32.7K 0.44% 69
2024
Q1 		$908K Sell
20,843
-391
-2% -$17.8K 0.37% 73
2023
Q4 		$1.06M Buy
+21,234
New +$951K 0.45% 67

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Gold Investment Management's VTR Position: Q1 2026 in Review

Gold Investment Management increased its Ventas (VTR) stake by 0.03% in Q1 2026, buying an estimated $409 and bringing the position to 15,726 shares worth $1.29M. The position accounts for 0.4% of the portfolio, ranked #71.

Gold Investment Management first reported a position in VTR in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Gold Investment Management held 15,726 shares of Ventas worth $1.29M as of Q1 2026.
  • Gold Investment Management bought 5 Ventas shares in Q1 2026, an estimated $409.
  • Ventas made up 0.4% of Gold Investment Management's portfolio in Q1 2026, its #71 holding.
  • Gold Investment Management first reported a position in Ventas in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Gold Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.