RWA Wealth Partners’s Ventas VTR Stock Holding History

RWA Wealth 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 Q2	$670K	Buy	7,550 +116	+2%	+$9.89K	0.01%	422
2026 Q1	$608K	Buy	7,434 +9	+0.1%	+$737	0.01%	419
2025 Q4	$575K	Buy	7,425 +12	+0.2%	+$905	0.01%	419
2025 Q3	$519K	Buy	7,413 +6	+0.1%	+$403	0.01%	433
2025 Q2	$468K	Buy	7,407 +209	+3%	+$13.6K	0.01%	437
2025 Q1	$495K	Buy	+7,198	New	+$460K	0.01%	406
2018 Q3	–	Sell	-269	Closed	-$15K	–	687
2018 Q2	$15K	Sell	269 -9	-3%	-$471	﹤0.01%	571
2018 Q1	$14K	Buy	+278	New	+$14.6K	﹤0.01%	436

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 $3.38T AUM 44.17% 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

RWA Wealth Partners's VTR Position: Q2 2026 in Review

RWA Wealth Partners increased its Ventas (VTR) stake by 1.6% in Q2 2026, buying an estimated $9.89K and bringing the position to 7,550 shares worth $670K. The position accounts for 0.01% of the portfolio, ranked #422.

RWA Wealth Partners first reported a position in VTR in Q1 2018 and has held it in 8 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

RWA Wealth Partners held 7,550 shares of Ventas worth $670K as of Q2 2026.
RWA Wealth Partners bought 116 Ventas shares in Q2 2026, an estimated $9.89K.
Ventas made up 0.01% of RWA Wealth Partners's portfolio in Q2 2026, its #422 holding.
RWA Wealth Partners first reported a position in Ventas in Q1 2018 and has held it in 8 quarters since.
955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on RWA Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.