Portfolio Design Labs’s Ventas VTR Stock Holding History

Portfolio Design Labs’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	$444K	Buy	5,435 +2,651	+95%	+$217K	0.08%	168
2025 Q4	$215K	Buy	+2,784	New	+$210K	0.04%	192

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Portfolio Design Labs's VTR Position: Q1 2026 in Review

Portfolio Design Labs increased its Ventas (VTR) stake by 95% in Q1 2026, buying an estimated $217K and bringing the position to 5,435 shares worth $444K. The position accounts for 0.08% of the portfolio, ranked #168.

Portfolio Design Labs first reported a position in VTR in Q4 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Portfolio Design Labs held 5,435 shares of Ventas worth $444K as of Q1 2026.
Portfolio Design Labs bought 2,651 Ventas shares in Q1 2026, an estimated $217K.
Ventas made up 0.08% of Portfolio Design Labs's portfolio in Q1 2026, its #168 holding.
Portfolio Design Labs first reported a position in Ventas in Q4 2025 and has held it in 2 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Portfolio Design Labs's 13F filing for Q1 2026, filed 11 May 2026.