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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
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

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

Premier Path Wealth Partners's VTR Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Ventas (VTR) stake by 1.2% in Q2 2026, buying an estimated $3.58K and bringing the position to 3,550 shares worth $315K. The position accounts for 0.04% of the portfolio, ranked #356.

Premier Path Wealth Partners first reported a position in VTR in Q3 2024 and has held it in 7 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Premier Path Wealth Partners held 3,550 shares of Ventas worth $315K as of Q2 2026.
  • Premier Path Wealth Partners bought 42 Ventas shares in Q2 2026, an estimated $3.58K.
  • Ventas made up 0.04% of Premier Path Wealth Partners's portfolio in Q2 2026, its #356 holding.
  • Premier Path Wealth Partners first reported a position in Ventas in Q3 2024 and has held it in 7 quarters since.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.