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Sagespring Wealth Partners’s Ventas VTR Stock Holding History

Sagespring 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 		$321K Buy
3,619
+91
+3% +$7.76K ﹤0.01% 667
2026
Q1 		$289K Buy
3,528
+262
+8% +$21.4K 0.01% 673
2025
Q4 		$253K Buy
+3,266
New +$246K ﹤0.01% 683
2025
Q2 		– Sell
-3,114
Closed -$214K – 736
2025
Q1 		$214K Buy
+3,114
New +$199K 0.01% 623

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

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

Sagespring Wealth Partners increased its Ventas (VTR) stake by 2.6% in Q2 2026, buying an estimated $7.76K and bringing the position to 3,619 shares worth $321K. The position accounts for ﹤0.01% of the portfolio, ranked #667.

Sagespring Wealth Partners first reported a position in VTR in Q1 2025 and has held it in 4 quarters since. 551 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Sagespring Wealth Partners held 3,619 shares of Ventas worth $321K as of Q2 2026.
  • Sagespring Wealth Partners bought 91 Ventas shares in Q2 2026, an estimated $7.76K.
  • Ventas made up ﹤0.01% of Sagespring Wealth Partners's portfolio in Q2 2026, its #667 holding.
  • Sagespring Wealth Partners first reported a position in Ventas in Q1 2025 and has held it in 4 quarters since.
  • 551 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.