West Family Investments’s Ventas VTR Stock Holding History

West Family Investments’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	–	Sell	-5,341	Closed	-$413K	–	359
2025 Q4	$413K	Hold	5,341	–	–	0.1%	204
2025 Q3	$374K	Buy	5,341 +56	+1%	+$3.76K	0.08%	240
2025 Q2	$334K	Buy	5,285 +1,319	+33%	+$86.1K	0.09%	236
2025 Q1	$273K	Hold	3,966	–	–	0.1%	183
2024 Q4	$234K	Sell	3,966 -56	-1%	-$3.52K	0.08%	239
2024 Q3	$258K	Buy	4,022 +9	+0.2%	+$525	0.09%	232
2024 Q2	$206K	Buy	+4,013	New	+$188K	0.06%	234
2022 Q2	–	Sell	-3,376	Closed	-$209K	–	316
2022 Q1	$209K	Buy	+3,376	New	+$184K	0.06%	264

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

West Family Investments's VTR Position: Q1 2026 in Review

West Family Investments sold out of Ventas (VTR) in Q1 2026, closing a stake of 5,341 shares — an estimated $413K sold.

West Family Investments first reported a position in VTR in Q1 2022 and held it in 8 quarters. The position peaked at $413K in Q4 2025. 924 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

West Family Investments reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
West Family Investments sold 5,341 Ventas shares in Q1 2026, an estimated $413K.
West Family Investments first reported a position in Ventas in Q1 2022 and held it in 8 quarters.
West Family Investments's Ventas position peaked at $413K in Q4 2025.
924 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on West Family Investments's 13F filing for Q1 2026, filed 7 May 2026.