SWP
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Strategic Wealth Partners’s Ventas VTR Stock Holding History

Strategic Wealth Partners’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 		$8.18K Hold
100
– – ﹤0.01% 939
2025
Q4 		$7.74K Buy
+100
New +$7.54K ﹤0.01% 953
2019
Q4 		– Sell
-465
Closed -$33 – 504
2019
Q3 		$33 Sell
465
-393
-46% -$27.9K ﹤0.01% 328
2019
Q2 		$58K Sell
858
-461
-35% -$29.4K 0.03% 220
2019
Q1 		$83K Sell
1,319
-112
-8% -$7K 0.04% 194
2018
Q4 		$88K Sell
1,431
-94
-6% -$5.54K 0.04% 187
2018
Q3 		$83K Sell
1,525
-526
-26% -$30.5K 0.04% 190
2018
Q2 		$117K Sell
2,051
-13,420
-87% -$702K 0.07% 180
2018
Q1 		$766K Sell
15,471
-1,728
-10% -$90.6K 0.4% 92
2017
Q4 		$1.11M Buy
+17,199
New +$1.09M 0.62% 50

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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