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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
Q1 		$44.3K Buy
+542
New +$44.4K ﹤0.01% 913
2024
Q4 		– Sell
-100
Closed -$6.41K – 872
2024
Q3 		$6.41K Buy
+100
New +$5.84K ﹤0.01% 623

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

Golden State Equity Partners's VTR Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in Ventas (VTR) in Q1 2026: 542 shares worth $44.3K. The stake represents ﹤0.01% of the portfolio and ranks #913 among its holdings. This is a return to the name: Golden State Equity Partners previously reported a position in VTR as recently as Q3 2024.

Golden State Equity Partners first reported a position in VTR in Q3 2024 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Golden State Equity Partners held 542 shares of Ventas worth $44.3K as of Q1 2026.
  • Ventas was a new Golden State Equity Partners position in Q1 2026.
  • Ventas made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #913 holding.
  • Golden State Equity Partners first reported a position in Ventas in Q3 2024 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.