IFC & Insurance Marketing’s Ventas VTR Stock Holding History

IFC & Insurance Marketing’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	–	Sell	-391	Closed	-$30K	–	681
2025 Q4	$30K	Buy	+391	New	+$29.5K	0.03%	233

Other funds holding VTR

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

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

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

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

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

IFC & Insurance Marketing's VTR Position: Q1 2026 in Review

IFC & Insurance Marketing sold out of Ventas (VTR) in Q1 2026, closing a stake of 391 shares — an estimated $30K sold.

IFC & Insurance Marketing first reported a position in VTR in Q4 2025 and held it in 1 quarter. The position peaked at $30K in Q4 2025. 932 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

IFC & Insurance Marketing reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
IFC & Insurance Marketing sold 391 Ventas shares in Q1 2026, an estimated $30K.
IFC & Insurance Marketing first reported a position in Ventas in Q4 2025 and held it in 1 quarter.
IFC & Insurance Marketing's Ventas position peaked at $30K in Q4 2025.
932 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on IFC & Insurance Marketing's 13F filing for Q1 2026, filed 17 Apr 2026.