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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
Q2 		$82.1K Sell
924
-9
-1% -$767 0.01% 978
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 $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

Pinnacle Wealth Planning Services's VTR Position: Q2 2026 in Review

Pinnacle Wealth Planning Services reduced its Ventas (VTR) stake by 0.96% in Q2 2026, selling an estimated $767 and leaving 924 shares worth $82.1K. The position accounts for 0.01% of the portfolio, ranked #978.

Pinnacle Wealth Planning Services first reported a position in VTR in Q3 2019 and has held it in 5 quarters since. The position peaked at $217K in Q3 2019. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Pinnacle Wealth Planning Services held 924 shares of Ventas worth $82.1K as of Q2 2026.
  • Pinnacle Wealth Planning Services sold 9 Ventas shares in Q2 2026, an estimated $767.
  • Ventas made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #978 holding.
  • Pinnacle Wealth Planning Services first reported a position in Ventas in Q3 2019 and has held it in 5 quarters since.
  • Pinnacle Wealth Planning Services's Ventas position peaked at $217K in Q3 2019.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.