Bell Investment Advisors’s Ventas VTR Stock Holding History

Bell Investment 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 Q1	$14.2K	Buy	174 +31	+22%	+$2.54K	﹤0.01%	554
2025 Q4	$11.1K	Buy	143 +88	+160%	+$6.64K	﹤0.01%	656
2025 Q3	$3.85K	Sell	55 -6	-10%	-$403	﹤0.01%	1056
2025 Q2	$3.85K	Hold	61	–	–	﹤0.01%	1105
2025 Q1	$4.2K	Hold	61	–	–	﹤0.01%	997
2024 Q4	$3.59K	Hold	61	–	–	﹤0.01%	1091
2024 Q3	$3.91K	Buy	61 +9	+17%	+$525	﹤0.01%	1062
2024 Q2	$2.67K	Hold	52	–	–	﹤0.01%	1239
2024 Q1	$2.27K	Hold	52	–	–	﹤0.01%	1304
2023 Q4	$2.59K	Sell	52 -24	-32%	-$1.07K	﹤0.01%	1218
2023 Q3	$3.2K	Sell	76 -33	-30%	-$1.49K	﹤0.01%	1048
2023 Q2	$5.15K	Buy	109 +12	+12%	+$544	﹤0.01%	808
2023 Q1	$4.21K	Hold	97	–	–	﹤0.01%	858
2022 Q4	$4.37K	Buy	97 +65	+203%	+$2.74K	﹤0.01%	879
2022 Q3	$1K	Sell	32 -8	-20%	-$393	﹤0.01%	1626
2022 Q2	$2K	Buy	+40	New	+$2.24K	﹤0.01%	1255
2021 Q4	$2K	Sell	31 -34	-52%	-$1.78K	﹤0.01%	1256
2021 Q3	$4K	Buy	+65	New	+$3.72K	﹤0.01%	841

Other funds holding VTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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