Wells Fargo’s Ventas VTR Stock Holding History

Wells Fargo’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
2023 Q1	–	Sell	-63,700	Closed	-$2.87M	–	7811
2022 Q4	$2.87M	Buy	+63,700	New	+$2.69M	﹤0.01%	2492
2021 Q2	–	Sell	-75,300	Closed	-$4.02M	–	7504
2021 Q1	$4.02M	Buy	+75,300	New	+$3.86M	﹤0.01%	3049
2020 Q4	–	Sell	-95,400	Closed	-$161K	–	7081
2020 Q3	$161K	Buy	+95,400	New	+$3.81M	﹤0.01%	5069
2019 Q3	–	Sell	-133,000	Closed	-$178K	–	6766
2019 Q2	$178K	Buy	+133,000	New	+$8.48M	﹤0.01%	5038
2015 Q1	–	Sell	-131,355	Closed	-$79K	–	6388
2014 Q4	$79K	Buy	+131,355	New	+$10.4M	﹤0.01%	4839

Other funds holding VTR

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wells Fargo's VTR Position: Q1 2026 in Review

Wells Fargo increased its Ventas (VTR) stake by 14% in Q1 2026, buying an estimated $3.97M and bringing the position to 399,834 shares worth $32.7M. The position accounts for 0.01% of the portfolio, ranked #1207.

Wells Fargo first reported a position in VTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $120M in Q3 2019. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Wells Fargo held 399,834 shares of Ventas worth $32.7M as of Q1 2026.
Wells Fargo bought 48,548 Ventas shares in Q1 2026, an estimated $3.97M.
Ventas made up 0.01% of Wells Fargo's portfolio in Q1 2026, its #1207 holding.
Wells Fargo first reported a position in Ventas in Q2 2013 and has held it in 52 quarters since.
Wells Fargo's Ventas position peaked at $120M in Q3 2019.
924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Wells Fargo's 13F filing for Q1 2026, filed 11 May 2026.