Principia Wealth Advisory’s Ventas VTR Stock Holding History

Principia Wealth Advisory’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	$2.66K	Buy	30 +4	+15%	+$341	﹤0.01%	512
2026 Q1	$2.13K	Buy	26 +2	+8%	+$164	﹤0.01%	503
2025 Q4	$1.86K	Buy	24 +5	+26%	+$377	﹤0.01%	485
2025 Q3	$1.33K	Buy	19 +2	+12%	+$134	﹤0.01%	543
2025 Q2	$1.07K	Sell	17 -2	-11%	-$131	﹤0.01%	546
2025 Q1	$1.25K	Buy	19 +9	+90%	+$575	﹤0.01%	356
2024 Q4	$589	Buy	+10	New	+$628	﹤0.01%	499

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Principia Wealth Advisory's VTR Position: Q2 2026 in Review

Principia Wealth Advisory increased its Ventas (VTR) stake by 15% in Q2 2026, buying an estimated $341 and bringing the position to 30 shares worth $2.66K. The position accounts for ﹤0.01% of the portfolio, ranked #512.

Principia Wealth Advisory first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. 951 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Principia Wealth Advisory held 30 shares of Ventas worth $2.66K as of Q2 2026.
Principia Wealth Advisory bought 4 Ventas shares in Q2 2026, an estimated $341.
Ventas made up ﹤0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #512 holding.
Principia Wealth Advisory first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
951 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.