PWMAG
VTR icon

Pinnacle Wealth Management Advisory Group’s Ventas VTR Stock Holding History

Pinnacle Wealth Management Advisory Group’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 		$482K Buy
5,429
+302
+6% +$25.7K 0.03% 301
2026
Q1 		$419K Sell
5,127
-7
-0.1% -$573 0.03% 314
2025
Q4 		$397K Buy
+5,134
New +$387K 0.03% 329

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 $3.38T AUM 44.17% 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

Pinnacle Wealth Management Advisory Group's VTR Position: Q2 2026 in Review

Pinnacle Wealth Management Advisory Group increased its Ventas (VTR) stake by 5.9% in Q2 2026, buying an estimated $25.7K and bringing the position to 5,429 shares worth $482K. The position accounts for 0.03% of the portfolio, ranked #301.

Pinnacle Wealth Management Advisory Group first reported a position in VTR in Q4 2025 and has held it in 3 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Pinnacle Wealth Management Advisory Group held 5,429 shares of Ventas worth $482K as of Q2 2026.
  • Pinnacle Wealth Management Advisory Group bought 302 Ventas shares in Q2 2026, an estimated $25.7K.
  • Ventas made up 0.03% of Pinnacle Wealth Management Advisory Group's portfolio in Q2 2026, its #301 holding.
  • Pinnacle Wealth Management Advisory Group first reported a position in Ventas in Q4 2025 and has held it in 3 quarters since.
  • 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q2 2026, filed 5 Aug 2026.