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Stone House Investment Management’s Ventas VTR Stock Holding History

Stone House Investment 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 		$6.79K Sell
83
-3
-3% -$246 ﹤0.01% 409
2025
Q4 		$6.66K Buy
86
+16
+23% +$1.21K ﹤0.01% 375
2025
Q3 		$4.9K Buy
+70
New +$4.7K ﹤0.01% 373

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

Stone House Investment Management's VTR Position: Q1 2026 in Review

Stone House Investment Management reduced its Ventas (VTR) stake by 3.5% in Q1 2026, selling an estimated $246 and leaving 83 shares worth $6.79K. The position accounts for ﹤0.01% of the portfolio, ranked #409.

Stone House Investment Management first reported a position in VTR in Q3 2025 and has held it in 3 quarters since. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Stone House Investment Management held 83 shares of Ventas worth $6.79K as of Q1 2026.
  • Stone House Investment Management sold 3 Ventas shares in Q1 2026, an estimated $246.
  • Ventas made up ﹤0.01% of Stone House Investment Management's portfolio in Q1 2026, its #409 holding.
  • Stone House Investment Management first reported a position in Ventas in Q3 2025 and has held it in 3 quarters since.
  • 924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Stone House Investment Management's 13F filing for Q1 2026, filed 22 Apr 2026.