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Private Wealth Management Group’s Ventas VTR Stock Holding History

Private 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 		$25.8K Buy
290
+200
+222% +$17K 0.01% 326
2026
Q1 		$7.36K Hold
90
– – ﹤0.01% 629
2025
Q4 		$6.96K Hold
90
– – ﹤0.01% 646
2025
Q3 		$6.3K Hold
90
– – ﹤0.01% 700
2025
Q2 		$5.68K Hold
90
– – ﹤0.01% 700
2025
Q1 		$6.19K Sell
90
-1
-1% -$64 ﹤0.01% 640
2024
Q4 		$5.36K Sell
91
-28
-24% -$1.76K ﹤0.01% 714
2024
Q3 		$7.63K Buy
119
+2
+2% +$117 ﹤0.01% 555
2024
Q2 		$6K Buy
117
+9
+8% +$421 ﹤0.01% 633
2024
Q1 		$4.7K Buy
108
+5
+5% +$227 ﹤0.01% 639
2023
Q4 		$5.13K Buy
+103
New +$4.61K ﹤0.01% 622

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

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

Private Wealth Management Group increased its Ventas (VTR) stake by 222% in Q2 2026, buying an estimated $17K and bringing the position to 290 shares worth $25.8K. The position accounts for 0.01% of the portfolio, ranked #326.

Private Wealth Management Group first reported a position in VTR in Q4 2023 and has held it in 11 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Private Wealth Management Group held 290 shares of Ventas worth $25.8K as of Q2 2026.
  • Private Wealth Management Group bought 200 Ventas shares in Q2 2026, an estimated $17K.
  • Ventas made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #326 holding.
  • Private Wealth Management Group first reported a position in Ventas in Q4 2023 and has held it in 11 quarters since.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.