Turtle Creek Wealth Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
Other funds holding VTR
DPIM
CCM
Turtle Creek Wealth Advisors's VTR Position: Q2 2026 in Review
Turtle Creek Wealth Advisors reduced its Ventas (VTR) stake by 0.21% in Q2 2026, selling an estimated $938 and leaving 5,323 shares worth $473K. The position accounts for 0.03% of the portfolio, ranked #270.
Turtle Creek Wealth Advisors first reported a position in VTR in Q4 2023 and has held it in 6 quarters since. 391 funds tracked by Wall St. Rank hold VTR as of Q2 2026.
- Turtle Creek Wealth Advisors held 5,323 shares of Ventas worth $473K as of Q2 2026.
- Turtle Creek Wealth Advisors sold 11 Ventas shares in Q2 2026, an estimated $938.
- Ventas made up 0.03% of Turtle Creek Wealth Advisors's portfolio in Q2 2026, its #270 holding.
- Turtle Creek Wealth Advisors first reported a position in Ventas in Q4 2023 and has held it in 6 quarters since.
- 391 funds tracked by Wall St. Rank held Ventas as of Q2 2026.
Based on Turtle Creek Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.