Principal Financial Group’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.25B | Sell |
15,335,080
-63,314
| -0.4% | -$5.18M | 0.67% | 26 |
|
|
2025
Q4 | $1.19B | Sell |
15,398,394
-23,480
| -0.2% | -$1.77M | 0.61% | 33 |
|
|
2025
Q3 | $1.08B | Sell |
15,421,874
-379,260
| -2% | -$25.5M | 0.54% | 37 |
|
|
2025
Q2 | $998M | Sell |
15,801,134
-662,146
| -4% | -$43.2M | 0.53% | 37 |
|
|
2025
Q1 | $1.13B | Sell |
16,463,280
-2,178,095
| -12% | -$139M | 0.64% | 32 |
|
|
2024
Q4 | $1.1B | Sell |
18,641,375
-233,630
| -1% | -$14.7M | 0.6% | 33 |
|
|
2024
Q3 | $1.21B | Sell |
18,875,005
-396,934
| -2% | -$23.2M | 0.66% | 29 |
|
|
2024
Q2 | $988M | Sell |
19,271,939
-388,089
| -2% | -$18.2M | 0.59% | 34 |
|
|
2024
Q1 | $856M | Sell |
19,660,028
-152,567
| -0.8% | -$6.93M | 0.5% | 38 |
|
|
2023
Q4 | $987M | Buy |
19,812,595
+120,614
| +0.6% | +$5.4M | 0.63% | 29 |
|
|
2023
Q3 | $830M | Buy |
19,691,981
+331,019
| +2% | +$14.9M | 0.6% | 31 |
|
|
2023
Q2 | $915M | Buy |
19,360,962
+2,393,146
| +14% | +$108M | 0.63% | 26 |
|
|
2023
Q1 | $736M | Sell |
16,967,816
-7,514
| -0% | -$362K | 0.53% | 37 |
|
|
2022
Q4 | $765M | Sell |
16,975,330
-541,554
| -3% | -$22.8M | 0.58% | 31 |
|
|
2022
Q3 | $704M | Buy |
17,516,884
+138,760
| +0.8% | +$6.82M | 0.56% | 34 |
|
|
2022
Q2 | $894M | Buy |
17,378,124
+222,324
| +1% | +$12.4M | 0.66% | 23 |
|
|
2022
Q1 | $1.06B | Buy |
17,155,800
+683,453
| +4% | +$37.3M | 0.67% | 24 |
|
|
2021
Q4 | $843M | Buy |
16,472,347
+2,647,368
| +19% | +$138M | 0.5% | 41 |
|
|
2021
Q3 | $763M | Buy |
13,824,979
+10,755,626
| +350% | +$616M | 0.5% | 39 |
|
|
2021
Q2 | $175M | Buy |
3,069,353
+2,493,544
| +433% | +$139M | 0.11% | 184 |
|
|
2021
Q1 | $30.7M | Sell |
575,809
-46,962
| -8% | -$2.41M | 0.02% | 639 |
|
|
2020
Q4 | $30.5M | Sell |
622,771
-4,805,935
| -89% | -$222M | 0.02% | 557 |
|
|
2020
Q3 | $228M | Buy |
5,428,706
+4,750,131
| +700% | +$190M | 0.19% | 134 |
|
|
2020
Q2 | $24.9M | Buy |
678,575
+115,766
| +21% | +$3.82M | 0.02% | 560 |
|
|
2020
Q1 | $15.1M | Sell |
562,809
-6,054
| -1% | -$301K | 0.02% | 676 |
|
|
2019
Q4 | $32.8M | Sell |
568,863
-11,397
| -2% | -$716K | 0.03% | 530 |
|
|
2019
Q3 | $42.4M | Buy |
580,260
+5,461
| +1% | +$388K | 0.04% | 432 |
|
|
2019
Q2 | $39.3M | Buy |
574,799
+27,613
| +5% | +$1.76M | 0.04% | 453 |
|
|
2019
Q1 | $34.9M | Sell |
547,186
-6,528
| -1% | -$408K | 0.03% | 488 |
|
|
2018
Q4 | $32.4M | Sell |
553,714
-9,763
| -2% | -$576K | 0.03% | 478 |
|
|
2018
Q3 | $30.6M | Buy |
563,477
+37,032
| +7% | +$2.14M | 0.03% | 599 |
|
|
2018
Q2 | $30M | Sell |
526,445
-22,338
| -4% | -$1.17M | 0.03% | 576 |
|
|
2018
Q1 | $27.2M | Buy |
548,783
+1,915
| +0.4% | +$100K | 0.03% | 610 |
|
|
2017
Q4 | $32.8M | Sell |
546,868
-240,263
| -31% | -$15.2M | 0.03% | 553 |
|
|
2017
Q3 | $51.3M | Sell |
787,131
-1,524
| -0.2% | -$103K | 0.05% | 407 |
|
|
2017
Q2 | $54.8M | Sell |
788,655
-393,109
| -33% | -$26.2M | 0.05% | 392 |
|
|
2017
Q1 | $76.9M | Buy |
1,181,764
+19,624
| +2% | +$1.22M | 0.09% | 230 |
|
|
2016
Q4 | $72.7M | Buy |
1,162,140
+222,080
| +24% | +$14.1M | 0.09% | 233 |
|
|
2016
Q3 | $66.4M | Sell |
940,060
-79,815
| -8% | -$5.79M | 0.09% | 239 |
|
|
2016
Q2 | $74.3M | Buy |
1,019,875
+50,740
| +5% | +$3.34M | 0.1% | 209 |
|
|
2016
Q1 | $61M | Sell |
969,135
-3,542,947
| -79% | -$199M | 0.09% | 239 |
|
|
2015
Q4 | $255M | Sell |
4,512,082
-1,060,123
| -19% | -$57.7M | 0.38% | 55 |
|
|
2015
Q3 | $312M | Buy |
5,572,205
+599,518
| +12% | +$39.3M | 0.49% | 26 |
|
|
2015
Q2 | $353M | Buy |
4,972,687
+418,944
| +9% | +$32.7M | 0.53% | 20 |
|
|
2015
Q1 | $380M | Buy |
4,553,743
+553,975
| +14% | +$47.7M | 0.57% | 17 |
|
|
2014
Q4 | $327M | Buy |
3,999,768
+397,524
| +11% | +$31.4M | 0.51% | 24 |
|
|
2014
Q3 | $255M | Buy |
3,602,244
+706,527
| +24% | +$51.6M | 0.43% | 35 |
|
|
2014
Q2 | $212M | Buy |
2,895,717
+338,254
| +13% | +$25.1M | 0.36% | 52 |
|
|
2014
Q1 | $177M | Buy |
2,557,463
+375,818
| +17% | +$26.1M | 0.32% | 62 |
|
|
2013
Q4 | $143M | Buy |
2,181,645
+766,399
| +54% | +$53.2M | 0.27% | 90 |
|
|
2013
Q3 | $99.4M | Sell |
1,415,246
-63,781
| -4% | -$4.73M | 0.21% | 130 |
|
|
2013
Q2 | $117M | Buy |
+1,479,027
| New | +$127M | 0.26% | 90 |
|
Other funds holding VTR
VPM
VCM
AAMU
Principal Financial Group's VTR Position: Q1 2026 in Review
Principal Financial Group reduced its Ventas (VTR) stake by 0.41% in Q1 2026, selling an estimated $5.18M and leaving 15,335,080 shares worth $1.25B. The position accounts for 0.67% of the portfolio, ranked #26.
Principal Financial Group first reported a position in VTR in Q2 2013 and has held it in 52 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.
- Principal Financial Group held 15,335,080 shares of Ventas worth $1.25B as of Q1 2026.
- Principal Financial Group sold 63,314 Ventas shares in Q1 2026, an estimated $5.18M.
- Ventas made up 0.67% of Principal Financial Group's portfolio in Q1 2026, its #26 holding.
- Principal Financial Group first reported a position in Ventas in Q2 2013 and has held it in 52 quarters since.
- 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.
Based on Principal Financial Group's 13F filing for Q1 2026, filed 4 May 2026.