Wedmont Private Capital’s Ventas VTR Stock Holding History

Wedmont Private Capital’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 Q3	$1.13M	Buy	13,772 +600	+5%	+$55K	0.03%	358
2026 Q2	$1.19M	Buy	13,172 +3	+0%	+$256	0.03%	304
2026 Q1	$1.11M	Buy	13,169 +500	+4%	+$40.9K	0.04%	290
2025 Q4	$959K	Buy	12,669 +2,631	+26%	+$198K	0.03%	301
2025 Q3	$691K	Buy	10,038 +5,284	+111%	+$355K	0.03%	355
2025 Q2	$298K	Buy	4,754 +857	+22%	+$56K	0.01%	573
2025 Q1	$258K	Buy	+3,897	New	+$249K	0.01%	560

Other funds holding VTR

CAM

Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return

PDN

Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return

Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

LWAM

Legacy Wealth Asset Management Woodbury, Minnesota $456M AUM 31.62% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Wedmont Private Capital's VTR Position: Q3 2026 in Review

Wedmont Private Capital increased its Ventas (VTR) stake by 4.6% in Q3 2026, buying an estimated $55K and bringing the position to 13,772 shares worth $1.13M. The position accounts for 0.03% of the portfolio, ranked #358.

Wedmont Private Capital first reported a position in VTR in Q1 2025 and has held it in 7 quarters since. The position peaked at $1.19M in Q2 2026. 36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

Wedmont Private Capital held 13,772 shares of Ventas worth $1.13M as of Q3 2026.
Wedmont Private Capital bought 600 Ventas shares in Q3 2026, an estimated $55K.
Ventas made up 0.03% of Wedmont Private Capital's portfolio in Q3 2026, its #358 holding.
Wedmont Private Capital first reported a position in Ventas in Q1 2025 and has held it in 7 quarters since.
Wedmont Private Capital's Ventas position peaked at $1.19M in Q2 2026.
36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Wedmont Private Capital's 13F filing for Q3 2026, filed 9 Oct 2026.