AWA
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ARQ Wealth Advisors’s Ventas VTR Stock Holding History

ARQ 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 		$561K Sell
5,775
-350
-6% -$29.8K 0.07% 146
2026
Q1 		$501K Sell
6,125
-250
-4% -$20.5K 0.09% 131
2025
Q4 		$493K Sell
6,375
-225
-3% -$17K 0.13% 92
2025
Q3 		$462K Buy
+6,600
New +$443K 0.14% 96

Other funds holding VTR

Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
LA
LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

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

ARQ Wealth Advisors reduced its Ventas (VTR) stake by 5.7% in Q2 2026, selling an estimated $29.8K and leaving 5,775 shares worth $561K. The position accounts for 0.07% of the portfolio, ranked #146.

ARQ Wealth Advisors first reported a position in VTR in Q3 2025 and has held it in 4 quarters since. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • ARQ Wealth Advisors held 5,775 shares of Ventas worth $561K as of Q2 2026.
  • ARQ Wealth Advisors sold 350 Ventas shares in Q2 2026, an estimated $29.8K.
  • Ventas made up 0.07% of ARQ Wealth Advisors's portfolio in Q2 2026, its #146 holding.
  • ARQ Wealth Advisors first reported a position in Ventas in Q3 2025 and has held it in 4 quarters since.
  • 346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on ARQ Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.