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Atria Investments’s Ventas VTR Stock Holding History

Atria Investments’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 		$881K Sell
10,767
-2,132
-17% -$175K 0.01% 1130
2025
Q4 		$998K Buy
12,899
+333
+3% +$25.1K 0.01% 1063
2025
Q3 		$879K Buy
12,566
+359
+3% +$24.1K 0.01% 1116
2025
Q2 		$771K Buy
12,207
+2,821
+30% +$184K 0.01% 1183
2025
Q1 		$645K Sell
9,386
-377
-4% -$24.1K 0.01% 1218
2024
Q4 		$575K Sell
9,763
-5,080
-34% -$319K 0.01% 1253
2024
Q3 		$952K Sell
14,843
-1,757
-11% -$103K 0.01% 992
2024
Q2 		$851K Buy
+16,600
New +$777K 0.01% 1024
2020
Q2 		– Sell
-11,491
Closed -$308K – 767
2020
Q1 		$308K Sell
11,491
-8,239
-42% -$409K 0.02% 439
2019
Q4 		$1.14M Buy
+19,730
New +$1.24M 0.03% 481
2019
Q2 		– Sell
-5,255
Closed -$335K – 1091
2019
Q1 		$335K Sell
5,255
-8,794
-63% -$549K 0.01% 658
2018
Q4 		$823K Buy
14,049
+975
+7% +$57.5K 0.04% 354
2018
Q3 		$711K Buy
13,074
+2,596
+25% +$150K 0.03% 491
2018
Q2 		$597K Buy
10,478
+2,624
+33% +$137K 0.03% 515
2018
Q1 		$389K Buy
7,854
+991
+14% +$52K 0.02% 595
2017
Q4 		$412K Buy
6,863
+1,989
+41% +$126K 0.02% 536
2017
Q3 		$317K Buy
4,874
+511
+12% +$34.5K 0.02% 593
2017
Q2 		$303K Buy
4,363
+897
+26% +$59.7K 0.02% 557
2017
Q1 		$225K Buy
3,466
+205
+6% +$12.8K 0.01% 618
2016
Q4 		$204K Buy
+3,261
New +$206K 0.02% 601

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Atria Investments's VTR Position: Q1 2026 in Review

Atria Investments reduced its Ventas (VTR) stake by 17% in Q1 2026, selling an estimated $175K and leaving 10,767 shares worth $881K. The position accounts for 0.01% of the portfolio, ranked #1130.

Atria Investments first reported a position in VTR in Q4 2016 and has held it in 20 quarters since. The position peaked at $1.14M in Q4 2019. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Atria Investments held 10,767 shares of Ventas worth $881K as of Q1 2026.
  • Atria Investments sold 2,132 Ventas shares in Q1 2026, an estimated $175K.
  • Ventas made up 0.01% of Atria Investments's portfolio in Q1 2026, its #1130 holding.
  • Atria Investments first reported a position in Ventas in Q4 2016 and has held it in 20 quarters since.
  • Atria Investments's Ventas position peaked at $1.14M in Q4 2019.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Atria Investments's 13F filing for Q1 2026, filed 5 May 2026.