West Paces Advisors
VTR icon

West Paces Advisors’s Ventas VTR Stock Holding History

West Paces 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
Q3 		$151K Buy
1,772
+889
+101% +$81.5K 0.03% 185
2026
Q2 		$78.4K Buy
+883
New +$75.3K 0.01% 233
2025
Q2 		– Sell
-263
Closed -$18.1K – 551
2025
Q1 		$18.1K Hold
263
– – ﹤0.01% 304
2024
Q4 		$15.5K Hold
263
– – ﹤0.01% 316
2024
Q3 		$16.9K Hold
263
– – ﹤0.01% 315
2024
Q2 		$13.5K Buy
263
+192
+270% +$8.99K ﹤0.01% 320
2024
Q1 		$3.09K Hold
71
– – ﹤0.01% 418
2023
Q4 		$3.54K Buy
71
+49
+223% +$2.2K ﹤0.01% 429
2023
Q3 		$927 Buy
22
+11
+100% +$496 ﹤0.01% 472
2023
Q2 		$520 Hold
11
– – ﹤0.01% 524
2023
Q1 		$477 Hold
11
– – ﹤0.01% 536
2022
Q4 		$496 Hold
11
– – ﹤0.01% 507
2022
Q3 		$442 Hold
11
– – ﹤0.01% 504
2022
Q2 		$566 Sell
11
-15
-58% -$840 ﹤0.01% 550
2022
Q1 		$1.61K Buy
+26
New +$1.42K ﹤0.01% 497
2020
Q1 		– Sell
-164
Closed -$9.47K – 491
2019
Q4 		$9.47K Hold
164
– – 0.01% 356
2019
Q3 		$12K Hold
164
– – 0.01% 308
2019
Q2 		$11.2K Hold
164
– – 0.01% 304
2019
Q1 		$10.5K Sell
164
-4,664
-97% -$291K 0.01% 310
2018
Q4 		$283K Sell
4,828
-83
-2% -$4.89K 0.22% 90
2018
Q3 		$267K Sell
4,911
-3,046
-38% -$176K 0.19% 91
2018
Q2 		$453K Sell
7,957
-1,667
-17% -$87.2K 0.34% 67
2018
Q1 		$477K Sell
9,624
-468
-5% -$24.5K 0.35% 63
2017
Q4 		$606K Sell
10,092
-108
-1% -$6.83K 0.45% 53
2017
Q3 		$664K Sell
10,200
-103
-1% -$6.95K 0.5% 42
2017
Q2 		$716K Buy
10,303
+115
+1% +$7.65K 0.57% 39
2017
Q1 		$663K Sell
10,188
-311
-3% -$19.4K 0.53% 43
2016
Q4 		$656K Buy
+10,499
New +$664K 0.61% 39

Other funds holding VTR

Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.9B AUM 30.31% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Mackenzie Financial
Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return
Chilton Capital Management
Chilton Capital Management Houston, Texas $3.18B AUM 26.29% 1-Year Est. Return
STRS Ohio
STRS Ohio Columbus, Ohio $27.1B AUM 34.64% 1-Year Est. Return

West Paces Advisors's VTR Position: Q3 2026 in Review

West Paces Advisors increased its Ventas (VTR) stake by 101% in Q3 2026, buying an estimated $81.5K and bringing the position to 1,772 shares worth $151K. The position accounts for 0.03% of the portfolio, ranked #185.

West Paces Advisors first reported a position in VTR in Q4 2016 and has held it in 28 quarters since. The position peaked at $716K in Q2 2017. 409 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • West Paces Advisors held 1,772 shares of Ventas worth $151K as of Q3 2026.
  • West Paces Advisors bought 889 Ventas shares in Q3 2026, an estimated $81.5K.
  • Ventas made up 0.03% of West Paces Advisors's portfolio in Q3 2026, its #185 holding.
  • West Paces Advisors first reported a position in Ventas in Q4 2016 and has held it in 28 quarters since.
  • West Paces Advisors's Ventas position peaked at $716K in Q2 2017.
  • 409 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on West Paces Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.