Highline Wealth Partners’s Ventas VTR Stock Holding History

Highline 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	$5.63K	Buy	63 +10	+19%	+$852	﹤0.01%	830
2026 Q1	$4.36K	Buy	53 +1	+2%	+$82	﹤0.01%	769
2025 Q4	$4.05K	Hold	52	–	–	﹤0.01%	621
2025 Q3	$3.66K	Buy	52 +6	+13%	+$403	﹤0.01%	677
2025 Q2	$2.92K	Sell	46 -17	-27%	-$1.11K	﹤0.01%	567
2025 Q1	$4.34K	Buy	63 +36	+133%	+$2.3K	﹤0.01%	462
2024 Q4	$1.59K	Buy	27 +4	+17%	+$251	﹤0.01%	480
2024 Q3	$1.48K	Buy	23 +15	+188%	+$876	﹤0.01%	477
2024 Q2	$410	Hold	8	–	–	﹤0.01%	502
2024 Q1	$348	Hold	8	–	–	﹤0.01%	411
2023 Q4	$399	Hold	8	–	–	﹤0.01%	378
2023 Q3	$337	Hold	8	–	–	﹤0.01%	362
2023 Q2	$378	Hold	8	–	–	﹤0.01%	311
2023 Q1	$347	Hold	8	–	–	﹤0.01%	313
2022 Q4	$360	Hold	8	–	–	﹤0.01%	313
2022 Q3	$321	Buy	+8	New	+$393	﹤0.01%	309

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

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

Highline Wealth Partners increased its Ventas (VTR) stake by 19% in Q2 2026, buying an estimated $852 and bringing the position to 63 shares worth $5.63K. The position accounts for ﹤0.01% of the portfolio, ranked #830.

Highline Wealth Partners first reported a position in VTR in Q3 2022 and has held it in 16 quarters since. 946 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Highline Wealth Partners held 63 shares of Ventas worth $5.63K as of Q2 2026.
Highline Wealth Partners bought 10 Ventas shares in Q2 2026, an estimated $852.
Ventas made up ﹤0.01% of Highline Wealth Partners's portfolio in Q2 2026, its #830 holding.
Highline Wealth Partners first reported a position in Ventas in Q3 2022 and has held it in 16 quarters since.
946 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Highline Wealth Partners's 13F filing for Q2 2026, filed 15 Jul 2026.