Premier Path Wealth Partners’s Ventas VTR Stock Holding History

Premier Path Wealth Partners’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	$287K	Buy	3,508 +87	+3%	+$7.12K	0.04%	352
2025 Q4	$265K	Buy	3,421 +267	+8%	+$20.1K	0.03%	345
2025 Q3	$221K	Sell	3,154 -391	-11%	-$26.3K	0.03%	375
2025 Q2	$224K	Sell	3,545 -25	-0.7%	-$1.63K	0.03%	367
2025 Q1	$245K	Buy	+3,570	New	+$228K	0.04%	335
2024 Q4	–	Sell	-3,428	Closed	-$220K	–	386
2024 Q3	$220K	Buy	+3,428	New	+$200K	0.03%	341

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

Premier Path Wealth Partners's VTR Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Ventas (VTR) stake by 2.5% in Q1 2026, buying an estimated $7.12K and bringing the position to 3,508 shares worth $287K. The position accounts for 0.04% of the portfolio, ranked #352.

Premier Path Wealth Partners first reported a position in VTR in Q3 2024 and has held it in 6 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Premier Path Wealth Partners held 3,508 shares of Ventas worth $287K as of Q1 2026.
Premier Path Wealth Partners bought 87 Ventas shares in Q1 2026, an estimated $7.12K.
Ventas made up 0.04% of Premier Path Wealth Partners's portfolio in Q1 2026, its #352 holding.
Premier Path Wealth Partners first reported a position in Ventas in Q3 2024 and has held it in 6 quarters since.
923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.