OWP
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ORG Wealth Partners’s Ventas VTR Stock Holding History

ORG Wealth 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
2026
Q2 		$317K Buy
+3,570
New +$304K 0.05% 203
2026
Q1 		– Sell
-577
Closed -$44.6K – 688
2025
Q4 		$44.6K Buy
+577
New +$43.5K 0.01% 332

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

ORG Wealth Partners's VTR Position: Q2 2026 in Review

ORG Wealth Partners opened a new position in Ventas (VTR) in Q2 2026: 3,570 shares worth $317K. The stake represents 0.05% of the portfolio and ranks #203 among its holdings. This is a return to the name: ORG Wealth Partners previously reported a position in VTR as recently as Q4 2025.

ORG Wealth Partners first reported a position in VTR in Q4 2025 and has held it in 2 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • ORG Wealth Partners held 3,570 shares of Ventas worth $317K as of Q2 2026.
  • Ventas was a new ORG Wealth Partners position in Q2 2026.
  • Ventas made up 0.05% of ORG Wealth Partners's portfolio in Q2 2026, its #203 holding.
  • ORG Wealth Partners first reported a position in Ventas in Q4 2025 and has held it in 2 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.