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Plato Investment Management’s Ventas VTR Stock Holding History

Plato Investment Management’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 		$498K Buy
6,091
+4,221
+226% +$346K 0.03% 346
2025
Q4 		$145K Hold
1,870
– – 0.01% 406
2025
Q3 		$130K Hold
1,870
– – 0.01% 407
2025
Q2 		$118K Hold
1,870
– – 0.01% 418
2025
Q1 		$130K Buy
+1,870
New +$119K 0.01% 407

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

Plato Investment Management's VTR Position: Q1 2026 in Review

Plato Investment Management increased its Ventas (VTR) stake by 226% in Q1 2026, buying an estimated $346K and bringing the position to 6,091 shares worth $498K. The position accounts for 0.03% of the portfolio, ranked #346.

Plato Investment Management first reported a position in VTR in Q1 2025 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Plato Investment Management held 6,091 shares of Ventas worth $498K as of Q1 2026.
  • Plato Investment Management bought 4,221 Ventas shares in Q1 2026, an estimated $346K.
  • Ventas made up 0.03% of Plato Investment Management's portfolio in Q1 2026, its #346 holding.
  • Plato Investment Management first reported a position in Ventas in Q1 2025 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Plato Investment Management's 13F filing for Q1 2026, filed 5 May 2026.