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InceptionR’s Ventas VTR Stock Holding History

InceptionR’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 		$1.93M Buy
23,580
+4,301
+22% +$352K 0.46% 21
2025
Q4 		$1.49M Sell
19,279
-4,684
-20% -$353K 0.41% 31
2025
Q3 		$1.68M Buy
+23,963
New +$1.61M 0.4% 26
2025
Q2 		– Sell
-11,942
Closed -$821K – 864
2025
Q1 		$821K Sell
11,942
-18,367
-61% -$1.17M 0.25% 153
2024
Q4 		$1.78M Buy
30,309
+21,415
+241% +$1.35M 0.4% 42
2024
Q3 		$566K Buy
+8,894
New +$519K 0.14% 285
2024
Q2 		– Sell
-5,955
Closed -$259K – 874
2024
Q1 		$259K Buy
+5,955
New +$270K 0.07% 459

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

InceptionR's VTR Position: Q1 2026 in Review

InceptionR increased its Ventas (VTR) stake by 22% in Q1 2026, buying an estimated $352K and bringing the position to 23,580 shares worth $1.93M. The position accounts for 0.46% of the portfolio, ranked #21.

InceptionR first reported a position in VTR in Q1 2024 and has held it in 7 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • InceptionR held 23,580 shares of Ventas worth $1.93M as of Q1 2026.
  • InceptionR bought 4,301 Ventas shares in Q1 2026, an estimated $352K.
  • Ventas made up 0.46% of InceptionR's portfolio in Q1 2026, its #21 holding.
  • InceptionR first reported a position in Ventas in Q1 2024 and has held it in 7 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on InceptionR's 13F filing for Q1 2026, filed 14 May 2026.