Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.58M Sell
25,987
-2,922
-10% -$249K 0.48% 49
2026
Q1
$2.36M Sell
28,909
-16,000
-36% -$1.31M 0.32% 85
2025
Q4
$3.48M Sell
44,909
-2,993
-6% -$226K 0.42% 53
2025
Q3
$3.35M Sell
47,902
-9,960
-17% -$669K 0.4% 61
2025
Q2
$3.65M Sell
57,862
-6,305
-10% -$412K 0.41% 62
2025
Q1
$4.41M Hold
64,167
0.48% 54
2024
Q4
$3.78M Sell
64,167
-8,333
-11% -$524K 0.39% 62
2024
Q3
$3.15M Hold
72,500
0.34% 78
2024
Q2
$3.72M Buy
+72,500
New +$3.4M 0.36% 71

Other funds holding VTR