Kingsview Wealth Management’s Ventas VTR Stock Holding History

Kingsview 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	$267K	Buy	3,262 +220	+7%	+$18K	﹤0.01%	1133
2025 Q4	$235K	Sell	3,042 -229	-7%	-$17.3K	﹤0.01%	1109
2025 Q3	$229K	Sell	3,271 -607	-16%	-$40.8K	﹤0.01%	1081
2025 Q2	$245K	Sell	3,878 -2,962	-43%	-$193K	﹤0.01%	1027
2025 Q1	$470K	Buy	+6,840	New	+$437K	0.01%	743
2024 Q4	–	Sell	-3,520	Closed	-$226K	–	1194
2024 Q3	$226K	Buy	+3,520	New	+$206K	﹤0.01%	988
2022 Q3	–	Sell	-4,116	Closed	-$212K	–	889
2022 Q2	$212K	Buy	4,116 +326	+9%	+$18.3K	0.01%	753
2022 Q1	$234K	Buy	+3,790	New	+$207K	0.01%	774
2020 Q3	–	Sell	-7,317	Closed	-$268K	–	710
2020 Q2	$268K	Buy	+7,317	New	+$242K	0.03%	464
2020 Q1	–	Sell	-5,976	Closed	-$345K	–	580
2019 Q4	$345K	Buy	+5,976	New	+$375K	0.04%	343

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Kingsview Wealth Management increased its Ventas (VTR) stake by 7.2% in Q1 2026, buying an estimated $18K and bringing the position to 3,262 shares worth $267K. The position accounts for ﹤0.01% of the portfolio, ranked #1133.

Kingsview Wealth Management first reported a position in VTR in Q4 2019 and has held it in 10 quarters since. The position peaked at $470K in Q1 2025. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Kingsview Wealth Management held 3,262 shares of Ventas worth $267K as of Q1 2026.
Kingsview Wealth Management bought 220 Ventas shares in Q1 2026, an estimated $18K.
Ventas made up ﹤0.01% of Kingsview Wealth Management's portfolio in Q1 2026, its #1133 holding.
Kingsview Wealth Management first reported a position in Ventas in Q4 2019 and has held it in 10 quarters since.
Kingsview Wealth Management's Ventas position peaked at $470K in Q1 2025.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.