AmeriFlex Group’s Ventas VTR Stock Holding History

AmeriFlex Group’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
2025 Q3	–	Sell	-276	Closed	-$17.5K	–	1370
2025 Q2	$17.5K	Hold	276	–	–	0.01%	598
2025 Q1	$19K	Hold	276	–	–	0.01%	698
2024 Q4	$16.7K	Buy	+276	New	+$17.3K	0.01%	662

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

AmeriFlex Group's VTR Position: Q3 2025 in Review

AmeriFlex Group sold out of Ventas (VTR) in Q3 2025, closing a stake of 276 shares — an estimated $17.5K sold.

AmeriFlex Group first reported a position in VTR in Q4 2024 and held it in 3 quarters. The position peaked at $19K in Q1 2025. 824 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

AmeriFlex Group reported no remaining Ventas position as of Q3 2025 after selling out during the quarter.
AmeriFlex Group sold 276 Ventas shares in Q3 2025, an estimated $17.5K.
AmeriFlex Group first reported a position in Ventas in Q4 2024 and held it in 3 quarters.
AmeriFlex Group's Ventas position peaked at $19K in Q1 2025.
824 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on AmeriFlex Group's 13F filing for Q3 2025, filed 12 Nov 2025.