SW
VTR icon

Simplicity Wealth’s Ventas VTR Stock Holding History

Simplicity Wealth’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 		$369K Buy
4,508
+596
+15% +$48.8K 0.02% 533
2025
Q4 		$303K Buy
3,912
+765
+24% +$57.7K 0.02% 552
2025
Q3 		$220K Buy
+3,147
New +$211K 0.01% 648
2024
Q3 		– Sell
-5,436
Closed -$279K – 1205
2024
Q2 		$279K Sell
5,436
-305
-5% -$14.3K 0.01% 978
2024
Q1 		$250K Buy
+5,741
New +$261K 0.01% 987

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

Simplicity Wealth's VTR Position: Q1 2026 in Review

Simplicity Wealth increased its Ventas (VTR) stake by 15% in Q1 2026, buying an estimated $48.8K and bringing the position to 4,508 shares worth $369K. The position accounts for 0.02% of the portfolio, ranked #533.

Simplicity Wealth first reported a position in VTR in Q1 2024 and has held it in 5 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Simplicity Wealth held 4,508 shares of Ventas worth $369K as of Q1 2026.
  • Simplicity Wealth bought 596 Ventas shares in Q1 2026, an estimated $48.8K.
  • Ventas made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #533 holding.
  • Simplicity Wealth first reported a position in Ventas in Q1 2024 and has held it in 5 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.