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Twin Peaks Wealth Advisors’s Ventas VTR Stock Holding History

Twin Peaks Wealth Advisors’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 		$38K Buy
+465
New +$38.1K 0.01% 502
2025
Q3 		– Sell
-191
Closed -$13.1K – 2096
2025
Q2 		$13.1K Buy
+191
New +$12.5K ﹤0.01% 793

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

Twin Peaks Wealth Advisors's VTR Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Ventas (VTR) in Q1 2026: 465 shares worth $38K. The stake represents 0.01% of the portfolio and ranks #502 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in VTR as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in VTR in Q2 2025 and has held it in 2 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Twin Peaks Wealth Advisors held 465 shares of Ventas worth $38K as of Q1 2026.
  • Ventas was a new Twin Peaks Wealth Advisors position in Q1 2026.
  • Ventas made up 0.01% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #502 holding.
  • Twin Peaks Wealth Advisors first reported a position in Ventas in Q2 2025 and has held it in 2 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.