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Arkadios Wealth Advisors’s Ventas VTR Stock Holding History

Arkadios Wealth 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
Q2 		$448K Buy
+5,049
New +$430K 0.01% 1186
2024
Q4 		– Sell
-3,682
Closed -$236K – 998
2024
Q3 		$236K Buy
+3,682
New +$215K 0.01% 789
2023
Q4 		– Sell
-4,878
Closed -$205K – 771
2023
Q3 		$205K Sell
4,878
-54
-1% -$2.43K 0.02% 612
2023
Q2 		$233K Sell
4,932
-822
-14% -$37.3K 0.03% 518
2023
Q1 		$249K Sell
5,754
-2,602
-31% -$125K 0.03% 489
2022
Q4 		$376K Buy
8,356
+94
+1% +$3.96K 0.05% 345
2022
Q3 		$332K Buy
8,262
+39
+0.5% +$1.92K 0.05% 351
2022
Q2 		$423K Sell
8,223
-319
-4% -$17.9K 0.06% 318
2022
Q1 		$528K Buy
8,542
+6
+0.1% +$328 0.07% 305
2021
Q4 		$436K Buy
8,536
+7,402
+653% +$387K 0.06% 357
2021
Q3 		$62K Sell
1,134
-600
-35% -$34.4K 0.01% 813
2021
Q2 		$99K Buy
1,734
+928
+115% +$51.8K 0.01% 724
2021
Q1 		$43K Buy
806
+7
+0.9% +$359 0.01% 733
2020
Q4 		$39K Buy
+799
New +$36.9K 0.01% 602
2020
Q2 		– Sell
-1,070
Closed -$28.7K – 1156
2020
Q1 		$28.7K Buy
1,070
+100
+10% +$4.96K 0.02% 425
2019
Q4 		$56.8K Buy
+970
New +$60.9K 0.03% 300

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Arkadios Wealth Advisors's VTR Position: Q2 2026 in Review

Arkadios Wealth Advisors opened a new position in Ventas (VTR) in Q2 2026: 5,049 shares worth $448K. The stake represents 0.01% of the portfolio and ranks #1186 among its holdings. This is a return to the name: Arkadios Wealth Advisors previously reported a position in VTR as recently as Q3 2024.

Arkadios Wealth Advisors first reported a position in VTR in Q4 2019 and has held it in 16 quarters since. The position peaked at $528K in Q1 2022. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Arkadios Wealth Advisors held 5,049 shares of Ventas worth $448K as of Q2 2026.
  • Ventas was a new Arkadios Wealth Advisors position in Q2 2026.
  • Ventas made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #1186 holding.
  • Arkadios Wealth Advisors first reported a position in Ventas in Q4 2019 and has held it in 16 quarters since.
  • Arkadios Wealth Advisors's Ventas position peaked at $528K in Q1 2022.
  • 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.