Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$11K Buy
124
+1
+0.8% +$85 ﹤0.01% 385
2026
Q1
$10.1K Buy
123
+14
+13% +$1.15K ﹤0.01% 375
2025
Q4
$8.43K Buy
109
+24
+28% +$1.81K ﹤0.01% 368
2025
Q3
$5.95K Sell
85
-2
-2% -$134 ﹤0.01% 398
2025
Q2
$5.49K Hold
87
﹤0.01% 389
2025
Q1
$5.98K Buy
87
+8
+10% +$511 ﹤0.01% 364
2024
Q4
$4.65K Buy
+79
New +$4.96K ﹤0.01% 466

Other funds holding VTR

High Note Wealth's VTR Position: Q2 2026 in Review

High Note Wealth increased its Ventas (VTR) stake by 0.81% in Q2 2026, buying an estimated $85 and bringing the position to 124 shares worth $11K. The position accounts for ﹤0.01% of the portfolio, ranked #385.

High Note Wealth first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • High Note Wealth held 124 shares of Ventas worth $11K as of Q2 2026.
  • High Note Wealth bought 1 Ventas share in Q2 2026, an estimated $85.
  • Ventas made up ﹤0.01% of High Note Wealth's portfolio in Q2 2026, its #385 holding.
  • High Note Wealth first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on High Note Wealth's 13F filing for Q2 2026, filed 23 Jul 2026.