JTWM
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Jackson Thornton Wealth Management’s Ventas VTR Stock Holding History

Jackson Thornton Wealth Management’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
-5,054
Closed -$385K – 345
2025
Q4 		$385K Buy
+5,054
New +$381K 0.04% 148

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 $204B AUM 27.99% 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

Jackson Thornton Wealth Management's VTR Position: Q1 2026 in Review

Jackson Thornton Wealth Management sold out of Ventas (VTR) in Q1 2026, closing a stake of 5,054 shares — an estimated $385K sold.

Jackson Thornton Wealth Management first reported a position in VTR in Q4 2025 and held it in 1 quarter. The position peaked at $385K in Q4 2025. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Jackson Thornton Wealth Management reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Jackson Thornton Wealth Management sold 5,054 Ventas shares in Q1 2026, an estimated $385K.
  • Jackson Thornton Wealth Management first reported a position in Ventas in Q4 2025 and held it in 1 quarter.
  • Jackson Thornton Wealth Management's Ventas position peaked at $385K in Q4 2025.
  • 924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.