Root Financial Partners
VTR icon

Root Financial Partners’s Ventas VTR Stock Holding History

Root Financial Partners’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
Q3 		$130K Buy
+1,525
New +$140K ﹤0.01% 610
2026
Q2 		– Sell
-1,200
Closed -$98.1K – 3132
2026
Q1 		$98.1K Buy
1,200
+1,059
+751% +$86.7K ﹤0.01% 570
2025
Q4 		$10.9K Buy
141
+4
+3% +$302 ﹤0.01% 1461
2025
Q3 		$9.6K Buy
+137
New +$9.21K ﹤0.01% 1469

Other funds holding VTR

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Root Financial Partners's VTR Position: Q3 2026 in Review

Root Financial Partners opened a new position in Ventas (VTR) in Q3 2026: 1,525 shares worth $130K. The stake represents ﹤0.01% of the portfolio and ranks #610 among its holdings. This is a return to the name: Root Financial Partners previously reported a position in VTR as recently as Q1 2026.

Root Financial Partners first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Root Financial Partners held 1,525 shares of Ventas worth $130K as of Q3 2026.
  • Ventas was a new Root Financial Partners position in Q3 2026.
  • Ventas made up ﹤0.01% of Root Financial Partners's portfolio in Q3 2026, its #610 holding.
  • Root Financial Partners first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.