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Sunbelt Securities’s Ventas VTR Stock Holding History

Sunbelt Securities’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 		$104K Buy
1,269
+1,195
+1,615% +$97.8K 0.01% 825
2025
Q4 		$5.73K Hold
74
– – ﹤0.01% 1604
2025
Q3 		$5.18K Buy
+74
New +$4.97K ﹤0.01% 1620
2024
Q3 		– Sell
-33
Closed -$1.69K – 1905
2024
Q2 		$1.69K Hold
33
– – ﹤0.01% 1569
2024
Q1 		$1.42K Buy
+33
New +$1.5K ﹤0.01% 1553
2020
Q1 		– Sell
-5,021
Closed -$290K – 654
2019
Q4 		$290K Sell
5,021
-399
-7% -$25.1K 0.03% 454
2019
Q3 		$396K Buy
+5,420
New +$385K 0.04% 351

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

Sunbelt Securities's VTR Position: Q1 2026 in Review

Sunbelt Securities increased its Ventas (VTR) stake by 1,615% in Q1 2026, buying an estimated $97.8K and bringing the position to 1,269 shares worth $104K. The position accounts for 0.01% of the portfolio, ranked #825.

Sunbelt Securities first reported a position in VTR in Q3 2019 and has held it in 7 quarters since. The position peaked at $396K in Q3 2019. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Sunbelt Securities held 1,269 shares of Ventas worth $104K as of Q1 2026.
  • Sunbelt Securities bought 1,195 Ventas shares in Q1 2026, an estimated $97.8K.
  • Ventas made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #825 holding.
  • Sunbelt Securities first reported a position in Ventas in Q3 2019 and has held it in 7 quarters since.
  • Sunbelt Securities's Ventas position peaked at $396K in Q3 2019.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.