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Golden State Equity Partners’s Ventas VTR Stock Holding History

Golden State Equity 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 		$2.93K Sell
33
-509
-94% -$43.4K 0.01% 281
2026
Q1 		$44.3K Buy
+542
New +$44.4K ﹤0.01% 913
2024
Q4 		– Sell
-100
Closed -$6.41K – 879
2024
Q3 		$6.41K Buy
+100
New +$5.84K ﹤0.01% 738

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

Golden State Equity Partners's VTR Position: Q2 2026 in Review

Golden State Equity Partners reduced its Ventas (VTR) stake by 94% in Q2 2026, selling an estimated $43.4K and leaving 33 shares worth $2.93K. The position accounts for 0.01% of the portfolio, ranked #281.

Golden State Equity Partners first reported a position in VTR in Q3 2024 and has held it in 3 quarters since. The position peaked at $44.3K in Q1 2026. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Golden State Equity Partners held 33 shares of Ventas worth $2.93K as of Q2 2026.
  • Golden State Equity Partners sold 509 Ventas shares in Q2 2026, an estimated $43.4K.
  • Ventas made up 0.01% of Golden State Equity Partners's portfolio in Q2 2026, its #281 holding.
  • Golden State Equity Partners first reported a position in Ventas in Q3 2024 and has held it in 3 quarters since.
  • Golden State Equity Partners's Ventas position peaked at $44.3K in Q1 2026.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.