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Atria Wealth Solutions’s Ventas VTR Stock Holding History

Atria Wealth Solutions’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
Q2 		– Sell
-3,707
Closed -$255K – 1919
2025
Q1 		$255K Sell
3,707
-157
-4% -$10K ﹤0.01% 1576
2024
Q4 		$228K Buy
3,864
+9
+0.2% +$566 ﹤0.01% 1740
2024
Q3 		$247K Sell
3,855
-182
-5% -$10.6K ﹤0.01% 1635
2024
Q2 		$207K Sell
4,037
-809
-17% -$37.9K ﹤0.01% 1754
2024
Q1 		$213K Sell
4,846
-68
-1% -$3.09K ﹤0.01% 1787
2023
Q4 		$245K Sell
4,914
-4,788
-49% -$214K ﹤0.01% 1645
2023
Q3 		$409K Sell
9,702
-690
-7% -$31.1K 0.01% 1232
2023
Q2 		$491K Buy
10,392
+10
+0.1% +$453 0.01% 1169
2023
Q1 		$455K Sell
10,382
-2,093
-17% -$101K 0.01% 1190
2022
Q4 		$562K Sell
12,475
-110
-0.9% -$4.64K 0.01% 1016
2022
Q3 		$506K Buy
12,585
+197
+2% +$9.68K 0.01% 1012
2022
Q2 		$643K Sell
12,388
-10,947
-47% -$613K 0.01% 862
2022
Q1 		$1.45M Buy
+23,335
New +$1.28M 0.02% 585

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
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
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Atria Wealth Solutions's VTR Position: Q2 2025 in Review

Atria Wealth Solutions sold out of Ventas (VTR) in Q2 2025, closing a stake of 3,707 shares — an estimated $255K sold.

Atria Wealth Solutions first reported a position in VTR in Q1 2022 and held it in 13 quarters. The position peaked at $1.45M in Q1 2022. 799 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Atria Wealth Solutions reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • Atria Wealth Solutions sold 3,707 Ventas shares in Q2 2025, an estimated $255K.
  • Atria Wealth Solutions first reported a position in Ventas in Q1 2022 and held it in 13 quarters.
  • Atria Wealth Solutions's Ventas position peaked at $1.45M in Q1 2022.
  • 799 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.