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Savvy Advisors Inc’s Ventas VTR Stock Holding History

Savvy Advisors Inc’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
Q1 		$479K Sell
5,857
-787
-12% -$64.4K 0.01% 688
2025
Q4 		$514K Buy
6,644
+2,197
+49% +$166K 0.02% 559
2025
Q3 		$311K Buy
+4,447
New +$299K 0.01% 605

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Savvy Advisors Inc's VTR Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Ventas (VTR) stake by 12% in Q1 2026, selling an estimated $64.4K and leaving 5,857 shares worth $479K. The position accounts for 0.01% of the portfolio, ranked #688.

Savvy Advisors Inc first reported a position in VTR in Q3 2025 and has held it in 3 quarters since. The position peaked at $514K in Q4 2025. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Savvy Advisors Inc held 5,857 shares of Ventas worth $479K as of Q1 2026.
  • Savvy Advisors Inc sold 787 Ventas shares in Q1 2026, an estimated $64.4K.
  • Ventas made up 0.01% of Savvy Advisors Inc's portfolio in Q1 2026, its #688 holding.
  • Savvy Advisors Inc first reported a position in Ventas in Q3 2025 and has held it in 3 quarters since.
  • Savvy Advisors Inc's Ventas position peaked at $514K in Q4 2025.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.