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Smartleaf Asset Management’s Ventas VTR Stock Holding History

Smartleaf Asset 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 		$266K Buy
3,262
+230
+8% +$18.8K 0.01% 696
2025
Q4 		$239K Sell
3,032
-132
-4% -$9.96K 0.01% 734
2025
Q3 		$219K Buy
3,164
+1,580
+100% +$106K 0.01% 692
2025
Q2 		$99.6K Sell
1,584
-1,312
-45% -$85.7K 0.01% 866
2025
Q1 		$199K Buy
2,896
+193
+7% +$12.3K 0.02% 576
2024
Q4 		$158K Buy
2,703
+883
+49% +$55.5K 0.02% 634
2024
Q3 		$116K Buy
1,820
+1,159
+175% +$67.7K 0.01% 661
2024
Q2 		$33.6K Buy
661
+105
+19% +$4.92K 0.01% 847
2024
Q1 		$24.3K Buy
556
+545
+4,955% +$24.8K ﹤0.01% 820
2023
Q4 		$560 Buy
+11
New +$493 ﹤0.01% 1073

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

Smartleaf Asset Management's VTR Position: Q1 2026 in Review

Smartleaf Asset Management increased its Ventas (VTR) stake by 7.6% in Q1 2026, buying an estimated $18.8K and bringing the position to 3,262 shares worth $266K. The position accounts for 0.01% of the portfolio, ranked #696.

Smartleaf Asset Management first reported a position in VTR in Q4 2023 and has held it in 10 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Smartleaf Asset Management held 3,262 shares of Ventas worth $266K as of Q1 2026.
  • Smartleaf Asset Management bought 230 Ventas shares in Q1 2026, an estimated $18.8K.
  • Ventas made up 0.01% of Smartleaf Asset Management's portfolio in Q1 2026, its #696 holding.
  • Smartleaf Asset Management first reported a position in Ventas in Q4 2023 and has held it in 10 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.