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ORG Partners’s Ventas VTR Stock Holding History

ORG Partners’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
2025
Q4 		$41.2K Buy
533
+77
+17% +$5.81K 0.01% 624
2025
Q3 		$31.9K Buy
456
+197
+76% +$13.2K 0.01% 681
2025
Q2 		$16.3K Buy
259
+168
+185% +$11K ﹤0.01% 806
2025
Q1 		$6.3K Buy
91
+28
+44% +$1.79K ﹤0.01% 888
2024
Q4 		$3.71K Sell
63
-295
-82% -$18.5K ﹤0.01% 1034
2024
Q3 		$23K Sell
358
-166
-32% -$9.69K ﹤0.01% 649
2024
Q2 		$26.7K Buy
+524
New +$24.5K ﹤0.01% 994
2023
Q4 		– Sell
-63
Closed -$2.65K – 1362
2023
Q3 		$2.65K Hold
63
– – ﹤0.01% 1039
2023
Q2 		$3.04K Buy
+63
New +$2.85K ﹤0.01% 1146

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

ORG Partners's VTR Position: Q4 2025 in Review

ORG Partners increased its Ventas (VTR) stake by 17% in Q4 2025, buying an estimated $5.81K and bringing the position to 533 shares worth $41.2K. The position accounts for 0.01% of the portfolio, ranked #624.

ORG Partners first reported a position in VTR in Q2 2023 and has held it in 9 quarters since. 925 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • ORG Partners held 533 shares of Ventas worth $41.2K as of Q4 2025.
  • ORG Partners bought 77 Ventas shares in Q4 2025, an estimated $5.81K.
  • Ventas made up 0.01% of ORG Partners's portfolio in Q4 2025, its #624 holding.
  • ORG Partners first reported a position in Ventas in Q2 2023 and has held it in 9 quarters since.
  • 925 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.