PCIA
VTR icon

Prime Capital Investment Advisors’s Ventas VTR Stock Holding History

Prime Capital Investment Advisors’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 		$270K Sell
3,042
-306
-9% -$26.1K ﹤0.01% 902
2026
Q1 		$274K Sell
3,348
-65
-2% -$5.32K ﹤0.01% 873
2025
Q4 		$264K Buy
3,413
+296
+9% +$22.3K ﹤0.01% 869
2025
Q3 		$218K Buy
+3,117
New +$209K ﹤0.01% 912
2025
Q2 		– Sell
-3,337
Closed -$229K – 1121
2025
Q1 		$229K Buy
+3,337
New +$213K ﹤0.01% 928

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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Prime Capital Investment Advisors's VTR Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Ventas (VTR) stake by 9.1% in Q2 2026, selling an estimated $26.1K and leaving 3,042 shares worth $270K. The position accounts for ﹤0.01% of the portfolio, ranked #902.

Prime Capital Investment Advisors first reported a position in VTR in Q1 2025 and has held it in 5 quarters since. The position peaked at $274K in Q1 2026. 768 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Prime Capital Investment Advisors held 3,042 shares of Ventas worth $270K as of Q2 2026.
  • Prime Capital Investment Advisors sold 306 Ventas shares in Q2 2026, an estimated $26.1K.
  • Ventas made up ﹤0.01% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #902 holding.
  • Prime Capital Investment Advisors first reported a position in Ventas in Q1 2025 and has held it in 5 quarters since.
  • Prime Capital Investment Advisors's Ventas position peaked at $274K in Q1 2026.
  • 768 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.