CIAS
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CBIZ Investment Advisory Services’s Ventas VTR Stock Holding History

CBIZ Investment Advisory Services’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 		– Sell
-31
Closed -$2.41K – 734
2025
Q4 		$2.41K Hold
31
– – ﹤0.01% 615
2025
Q3 		$2.19K Sell
31
-24
-44% -$1.61K ﹤0.01% 561
2025
Q2 		$3.5K Buy
55
+31
+129% +$2.02K ﹤0.01% 486
2025
Q1 		$1.66K Hold
24
– – ﹤0.01% 499
2024
Q4 		$1.42K Buy
+24
New +$1.51K ﹤0.01% 424

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

CBIZ Investment Advisory Services's VTR Position: Q1 2026 in Review

CBIZ Investment Advisory Services sold out of Ventas (VTR) in Q1 2026, closing a stake of 31 shares — an estimated $2.41K sold.

CBIZ Investment Advisory Services first reported a position in VTR in Q4 2024 and held it in 5 quarters. The position peaked at $3.5K in Q2 2025. 932 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • CBIZ Investment Advisory Services reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • CBIZ Investment Advisory Services sold 31 Ventas shares in Q1 2026, an estimated $2.41K.
  • CBIZ Investment Advisory Services first reported a position in Ventas in Q4 2024 and held it in 5 quarters.
  • CBIZ Investment Advisory Services's Ventas position peaked at $3.5K in Q2 2025.
  • 932 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on CBIZ Investment Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.