JSW
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Journey Strategic Wealth’s Ventas VTR Stock Holding History

Journey Strategic Wealth’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 		$538K Buy
6,575
+1,131
+21% +$92.6K 0.01% 329
2025
Q4 		$421K Buy
5,444
+777
+17% +$58.6K 0.01% 357
2025
Q3 		$327K Buy
+4,667
New +$314K 0.01% 444

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $3.37T AUM 44.26% 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

Journey Strategic Wealth's VTR Position: Q1 2026 in Review

Journey Strategic Wealth increased its Ventas (VTR) stake by 21% in Q1 2026, buying an estimated $92.6K and bringing the position to 6,575 shares worth $538K. The position accounts for 0.01% of the portfolio, ranked #329.

Journey Strategic Wealth first reported a position in VTR in Q3 2025 and has held it in 3 quarters since. 926 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Journey Strategic Wealth held 6,575 shares of Ventas worth $538K as of Q1 2026.
  • Journey Strategic Wealth bought 1,131 Ventas shares in Q1 2026, an estimated $92.6K.
  • Ventas made up 0.01% of Journey Strategic Wealth's portfolio in Q1 2026, its #329 holding.
  • Journey Strategic Wealth first reported a position in Ventas in Q3 2025 and has held it in 3 quarters since.
  • 926 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.