SHP Wealth Management’s Ventas VTR Stock Holding History

SHP Wealth Management’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	$4.68K	Buy	57 +39	+217%	+$3.19K	﹤0.01%	1091
2025 Q4	$1.41K	Buy	+18	New	+$1.36K	﹤0.01%	1192

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

SHP Wealth Management's VTR Position: Q1 2026 in Review

SHP Wealth Management increased its Ventas (VTR) stake by 217% in Q1 2026, buying an estimated $3.19K and bringing the position to 57 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #1091.

SHP Wealth Management first reported a position in VTR in Q4 2025 and has held it in 2 quarters since. 927 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

SHP Wealth Management held 57 shares of Ventas worth $4.68K as of Q1 2026.
SHP Wealth Management bought 39 Ventas shares in Q1 2026, an estimated $3.19K.
Ventas made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #1091 holding.
SHP Wealth Management first reported a position in Ventas in Q4 2025 and has held it in 2 quarters since.
927 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.