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Prestige Wealth Management Group’s Ventas VTR Stock Holding History

Prestige Wealth Management Group’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 		$361K Sell
4,066
-2,434
-37% -$207K 0.07% 127
2026
Q1 		$532K Buy
6,500
+6,090
+1,485% +$499K 0.1% 97
2025
Q4 		$31.9K Sell
410
-6,296
-94% -$475K 0.01% 305
2025
Q3 		$469K Buy
6,706
+329
+5% +$22.1K 0.09% 110
2025
Q2 		$403K Buy
6,377
+106
+2% +$6.92K 0.08% 117
2025
Q1 		$431K Buy
6,271
+179
+3% +$11.4K 0.09% 106
2024
Q4 		$361K Buy
6,092
+584
+11% +$36.7K 0.08% 120
2024
Q3 		$353K Buy
5,508
+5,117
+1,309% +$299K 0.07% 126
2024
Q2 		$20K Hold
391
– – ﹤0.01% 317
2024
Q1 		$17.2K Hold
391
– – ﹤0.01% 363
2023
Q4 		$19.7K Hold
391
– – ﹤0.01% 345
2023
Q3 		$16.6K Hold
391
– – ﹤0.01% 360
2023
Q2 		$18.7K Hold
391
– – ﹤0.01% 374
2023
Q1 		$17.1K Sell
391
-6
-2% -$289 ﹤0.01% 356
2022
Q4 		$18.1K Hold
397
– – ﹤0.01% 366
2022
Q3 		$16K Sell
397
-17
-4% -$835 ﹤0.01% 354
2022
Q2 		$21K Sell
414
-27
-6% -$1.51K 0.01% 325
2022
Q1 		$27K Sell
441
-19
-4% -$1.04K 0.01% 304
2021
Q4 		$24K Sell
460
-7
-1% -$366 0.01% 355
2021
Q3 		$25K Buy
467
+98
+27% +$5.62K 0.01% 339
2021
Q2 		$21K Sell
369
-98
-21% -$5.47K 0.01% 356
2021
Q1 		$25K Hold
467
– – 0.01% 328
2020
Q4 		$23K Sell
467
-23
-5% -$1.06K 0.01% 334
2020
Q3 		$20K Hold
490
– – 0.01% 353
2020
Q2 		$18K Buy
490
+279
+132% +$9.21K 0.01% 349
2020
Q1 		$6K Buy
211
+113
+115% +$5.61K ﹤0.01% 475
2019
Q4 		$6K Hold
98
– – ﹤0.01% 415
2019
Q3 		$7K Hold
98
– – ﹤0.01% 379
2019
Q2 		$7K Hold
98
– – ﹤0.01% 367
2019
Q1 		$6K Sell
98
-176
-64% -$11K ﹤0.01% 392
2018
Q4 		$16K Buy
+274
New +$16.2K 0.01% 357

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

Prestige Wealth Management Group's VTR Position: Q2 2026 in Review

Prestige Wealth Management Group reduced its Ventas (VTR) stake by 37% in Q2 2026, selling an estimated $207K and leaving 4,066 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #127.

Prestige Wealth Management Group first reported a position in VTR in Q4 2018 and has held it in 31 quarters since. The position peaked at $532K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Prestige Wealth Management Group held 4,066 shares of Ventas worth $361K as of Q2 2026.
  • Prestige Wealth Management Group sold 2,434 Ventas shares in Q2 2026, an estimated $207K.
  • Ventas made up 0.07% of Prestige Wealth Management Group's portfolio in Q2 2026, its #127 holding.
  • Prestige Wealth Management Group first reported a position in Ventas in Q4 2018 and has held it in 31 quarters since.
  • Prestige Wealth Management Group's Ventas position peaked at $532K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.