Premier Path Wealth Partners
VTR icon

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
Q3 		$400K Buy
4,708
+1,158
+33% +$106K 0.05% 295
2026
Q2 		$315K Buy
3,550
+42
+1% +$3.58K 0.04% 356
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Premier Path Wealth Partners's VTR Position: Q3 2026 in Review

Premier Path Wealth Partners increased its Ventas (VTR) stake by 33% in Q3 2026, buying an estimated $106K and bringing the position to 4,708 shares worth $400K. The position accounts for 0.05% of the portfolio, ranked #295.

Premier Path Wealth Partners first reported a position in VTR in Q3 2024 and has held it in 8 quarters since. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Premier Path Wealth Partners held 4,708 shares of Ventas worth $400K as of Q3 2026.
  • Premier Path Wealth Partners bought 1,158 Ventas shares in Q3 2026, an estimated $106K.
  • Ventas made up 0.05% of Premier Path Wealth Partners's portfolio in Q3 2026, its #295 holding.
  • Premier Path Wealth Partners first reported a position in Ventas in Q3 2024 and has held it in 8 quarters since.
  • 481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Premier Path Wealth Partners's 13F filing for Q3 2026, filed 16 Oct 2026.