Brown Advisory’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$399K Buy
4,494
+668
+17% +$56.9K ﹤0.01% 1202
2026
Q1
$313K Buy
3,826
+370
+11% +$30.3K ﹤0.01% 1197
2025
Q4
$267K Sell
3,456
-441
-11% -$33.3K ﹤0.01% 1253
2025
Q3
$273K Sell
3,897
-252
-6% -$16.9K ﹤0.01% 1235
2025
Q2
$262K Buy
4,149
+113
+3% +$7.38K ﹤0.01% 1205
2025
Q1
$277K Sell
4,036
-102
-2% -$6.51K ﹤0.01% 1160
2024
Q4
$244K Buy
4,138
+95
+2% +$5.97K ﹤0.01% 1228
2024
Q3
$259K Sell
4,043
-232
-5% -$13.5K ﹤0.01% 1140
2024
Q2
$219K Buy
+4,275
New +$200K ﹤0.01% 1153
2024
Q1
Sell
-4,064
Closed -$203K 1295
2023
Q4
$203K Sell
4,064
-1,727
-30% -$77.4K ﹤0.01% 1160
2023
Q3
$244K Buy
+5,791
New +$261K ﹤0.01% 1062
2020
Q1
Sell
-11,276
Closed -$652K 1054
2019
Q4
$652K Sell
11,276
-565
-5% -$35.5K ﹤0.01% 711
2019
Q3
$864K Sell
11,841
-103
-0.9% -$7.31K ﹤0.01% 646
2019
Q2
$816K Sell
11,944
-1,682
-12% -$107K ﹤0.01% 674
2019
Q1
$869K Buy
13,626
+722
+6% +$45.1K ﹤0.01% 834
2018
Q4
$756K Sell
12,904
-445
-3% -$26.2K ﹤0.01% 821
2018
Q3
$726K Buy
13,349
+299
+2% +$17.3K ﹤0.01% 894
2018
Q2
$743K Sell
13,050
-761
-6% -$39.8K ﹤0.01% 865
2018
Q1
$683K Buy
13,811
+334
+2% +$17.5K ﹤0.01% 746
2017
Q4
$808K Buy
13,477
+1,732
+15% +$109K ﹤0.01% 744
2017
Q3
$765K Sell
11,745
-514
-4% -$34.7K ﹤0.01% 730
2017
Q2
$851K Sell
12,259
-830
-6% -$55.2K ﹤0.01% 713
2017
Q1
$852K Buy
13,089
+39
+0.3% +$2.43K ﹤0.01% 668
2016
Q4
$817K Sell
13,050
-372
-3% -$23.5K ﹤0.01% 675
2016
Q3
$949K Buy
13,422
+816
+6% +$59.2K ﹤0.01% 626
2016
Q2
$918K Buy
12,606
+1,986
+19% +$131K ﹤0.01% 623
2016
Q1
$669K Buy
10,620
+6,295
+146% +$354K ﹤0.01% 651
2015
Q4
$244K Buy
+4,325
New +$235K ﹤0.01% 856

Other funds holding VTR

Brown Advisory's VTR Position: Q2 2026 in Review

Brown Advisory increased its Ventas (VTR) stake by 17% in Q2 2026, buying an estimated $56.9K and bringing the position to 4,494 shares worth $399K. The position accounts for ﹤0.01% of the portfolio, ranked #1202.

Brown Advisory first reported a position in VTR in Q4 2015 and has held it in 28 quarters since. The position peaked at $949K in Q3 2016. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Brown Advisory held 4,494 shares of Ventas worth $399K as of Q2 2026.
  • Brown Advisory bought 668 Ventas shares in Q2 2026, an estimated $56.9K.
  • Ventas made up ﹤0.01% of Brown Advisory's portfolio in Q2 2026, its #1202 holding.
  • Brown Advisory first reported a position in Ventas in Q4 2015 and has held it in 28 quarters since.
  • Brown Advisory's Ventas position peaked at $949K in Q3 2016.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Brown Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.