Winnow Wealth’s Ventas VTR Stock Holding History

Winnow Wealth’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	-9	Closed	-$702	–	549
2025 Q4	$702	Hold	9	–	–	﹤0.01%	469
2025 Q3	$630	Buy	+9	New	+$605	﹤0.01%	454
2025 Q2	–	Sell	-9	Closed	-$614	–	664
2025 Q1	$614	Buy	9 +3	+50%	+$192	﹤0.01%	472
2024 Q4	$350	Buy	+6	New	+$377	﹤0.01%	502

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Winnow Wealth's VTR Position: Q1 2026 in Review

Winnow Wealth sold out of Ventas (VTR) in Q1 2026, closing a stake of 9 shares — an estimated $702 sold.

Winnow Wealth first reported a position in VTR in Q4 2024 and held it in 4 quarters. The position peaked at $702 in Q4 2025. 932 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

Winnow Wealth reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
Winnow Wealth sold 9 Ventas shares in Q1 2026, an estimated $702.
Winnow Wealth first reported a position in Ventas in Q4 2024 and held it in 4 quarters.
Winnow Wealth's Ventas position peaked at $702 in Q4 2025.
932 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Winnow Wealth's 13F filing for Q1 2026, filed 19 May 2026.