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Pinnacle Wealth Planning Services’s Ventas VTR Stock Holding History

Pinnacle Wealth Planning Services’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 		$76.3K Buy
933
+148
+19% +$12.1K 0.01% 966
2025
Q4 		$60.7K Buy
+785
New +$59.2K 0.01% 1069
2021
Q1 		– Sell
-490
Closed -$24K – 1913
2020
Q4 		$24K Buy
+490
New +$22.7K 0.01% 1096
2019
Q4 		– Sell
-2,977
Closed -$217K – 249
2019
Q3 		$217K Buy
+2,977
New +$211K 0.12% 168

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $2.9T AUM 29.55% 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 $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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Pinnacle Wealth Planning Services's VTR Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Ventas (VTR) stake by 19% in Q1 2026, buying an estimated $12.1K and bringing the position to 933 shares worth $76.3K. The position accounts for 0.01% of the portfolio, ranked #966.

Pinnacle Wealth Planning Services first reported a position in VTR in Q3 2019 and has held it in 4 quarters since. The position peaked at $217K in Q3 2019. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Pinnacle Wealth Planning Services held 933 shares of Ventas worth $76.3K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 148 Ventas shares in Q1 2026, an estimated $12.1K.
  • Ventas made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #966 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ventas in Q3 2019 and has held it in 4 quarters since.
  • Pinnacle Wealth Planning Services's Ventas position peaked at $217K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.