IHT Wealth Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$271K Sell
3,312
-1,103
-25% -$90.3K 0.01% 1047
2025
Q4
$343K Buy
4,415
+137
+3% +$10.3K 0.01% 915
2025
Q3
$301K Buy
4,278
+93
+2% +$6.25K 0.01% 931
2025
Q2
$264K Sell
4,185
-196
-4% -$12.8K 0.01% 947
2025
Q1
$301K Sell
4,381
-81
-2% -$5.17K 0.01% 857
2024
Q4
$263K Sell
4,462
-1,512
-25% -$95K 0.01% 907
2024
Q3
$383K Buy
5,974
+1,541
+35% +$90K 0.01% 813
2024
Q2
$229K Sell
4,433
-967
-18% -$45.3K 0.01% 899
2024
Q1
$235K Sell
5,400
-227
-4% -$10.3K 0.01% 891
2023
Q4
$280K Sell
5,627
-285
-5% -$12.8K 0.01% 792
2023
Q3
$249K Sell
5,912
-205
-3% -$9.23K 0.01% 803
2023
Q2
$289K Sell
6,117
-937
-13% -$42.5K 0.02% 741
2023
Q1
$306K Buy
7,054
+209
+3% +$10.1K 0.02% 696
2022
Q4
$308K Sell
6,845
-4,424
-39% -$187K 0.02% 652
2022
Q3
$453K Buy
11,269
+4,479
+66% +$220K 0.03% 483
2022
Q2
$349K Sell
6,790
-178
-3% -$9.97K 0.03% 481
2022
Q1
$430K Sell
6,968
-797
-10% -$43.5K 0.03% 452
2021
Q4
$397K Sell
7,765
-648
-8% -$33.9K 0.03% 503
2021
Q3
$464K Sell
8,413
-3,405
-29% -$195K 0.04% 444
2021
Q2
$675K Sell
11,818
-958
-7% -$53.5K 0.04% 427
2021
Q1
$681K Buy
12,776
+1,981
+18% +$102K 0.05% 366
2020
Q4
$529K Buy
10,795
+4,815
+81% +$223K 0.04% 389
2020
Q3
$251K Sell
5,980
-310
-5% -$12.4K 0.03% 539
2020
Q2
$230K Sell
6,290
-4,614
-42% -$152K 0.03% 481
2020
Q1
$292K Sell
10,904
-2,667
-20% -$132K 0.04% 397
2019
Q4
$784K Sell
13,571
-750
-5% -$47.1K 0.09% 253
2019
Q3
$1.01M Buy
14,321
+1,512
+12% +$107K 0.14% 168
2019
Q2
$884K Buy
12,809
+881
+7% +$56.2K 0.13% 182
2019
Q1
$761K Buy
11,928
+475
+4% +$29.7K 0.13% 189
2018
Q4
$671K Sell
11,453
-659
-5% -$38.9K 0.13% 190
2018
Q3
$659K Sell
12,112
-616
-5% -$35.7K 0.14% 182
2018
Q2
$725K Buy
12,728
+2,358
+23% +$123K 0.19% 148
2018
Q1
$512K Buy
10,370
+873
+9% +$45.8K 0.14% 179
2017
Q4
$555K Buy
9,497
+5,361
+130% +$339K 0.15% 172
2017
Q3
$262K Sell
4,136
-508
-11% -$34.3K 0.11% 205
2017
Q2
$56 Buy
4,644
+492
+12% +$32.7K 0.03% 479
2017
Q1
$268K Buy
4,152
+576
+16% +$35.9K 0.18% 140
2016
Q4
$222K Buy
+3,576
New +$226K 0.17% 143

Other funds holding VTR

IHT Wealth Management's VTR Position: Q1 2026 in Review

IHT Wealth Management reduced its Ventas (VTR) stake by 25% in Q1 2026, selling an estimated $90.3K and leaving 3,312 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #1047.

IHT Wealth Management first reported a position in VTR in Q4 2016 and has held it in 38 quarters since. The position peaked at $1.01M in Q3 2019. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • IHT Wealth Management held 3,312 shares of Ventas worth $271K as of Q1 2026.
  • IHT Wealth Management sold 1,103 Ventas shares in Q1 2026, an estimated $90.3K.
  • Ventas made up 0.01% of IHT Wealth Management's portfolio in Q1 2026, its #1047 holding.
  • IHT Wealth Management first reported a position in Ventas in Q4 2016 and has held it in 38 quarters since.
  • IHT Wealth Management's Ventas position peaked at $1.01M in Q3 2019.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on IHT Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.