Checchi Capital Advisers’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 | $506K | Buy |
5,703
+571
| +11% | +$48.7K | 0.02% | 361 |
|
|
2026
Q1 | $420K | Buy |
5,132
+462
| +10% | +$37.8K | 0.02% | 391 |
|
|
2025
Q4 | $361K | Buy |
4,670
+67
| +1% | +$5.05K | 0.02% | 398 |
|
|
2025
Q3 | $322K | Buy |
4,603
+174
| +4% | +$11.7K | 0.02% | 425 |
|
|
2025
Q2 | $280K | Sell |
4,429
-796
| -15% | -$52K | 0.02% | 475 |
|
|
2025
Q1 | $359K | Buy |
5,225
+1,600
| +44% | +$102K | 0.02% | 411 |
|
|
2024
Q4 | $213K | Hold |
3,625
| – | – | 0.01% | 534 |
|
|
2024
Q3 | $232K | Buy |
+3,625
| New | +$212K | 0.01% | 516 |
|
|
2023
Q3 | – | Sell |
-4,401
| Closed | -$208K | – | 586 |
|
|
2023
Q2 | $208K | Buy |
+4,401
| New | +$199K | 0.02% | 531 |
|
|
2022
Q3 | – | Sell |
-5,055
| Closed | -$272K | – | 591 |
|
|
2022
Q2 | $272K | Buy |
5,055
+1,490
| +42% | +$83.4K | 0.02% | 452 |
|
|
2022
Q1 | $220K | Buy |
+3,565
| New | +$195K | 0.02% | 497 |
|
|
2021
Q4 | – | Sell |
-3,773
| Closed | -$208K | – | 564 |
|
|
2021
Q3 | $208K | Sell |
3,773
-114
| -3% | -$6.53K | 0.02% | 478 |
|
|
2021
Q2 | $222K | Buy |
3,887
+40
| +1% | +$2.23K | 0.02% | 478 |
|
|
2021
Q1 | $205K | Buy |
+3,847
| New | +$197K | 0.02% | 479 |
|
|
2020
Q1 | – | Sell |
-4,090
| Closed | -$236K | – | 467 |
|
|
2019
Q4 | $236K | Buy |
4,090
+31
| +0.8% | +$1.95K | 0.03% | 367 |
|
|
2019
Q3 | $296K | Sell |
4,059
-37
| -0.9% | -$2.63K | 0.04% | 297 |
|
|
2019
Q2 | $280K | Buy |
4,096
+57
| +1% | +$3.63K | 0.04% | 314 |
|
|
2019
Q1 | $258K | Buy |
4,039
+203
| +5% | +$12.7K | 0.03% | 323 |
|
|
2018
Q4 | $225K | Sell |
3,836
-561
| -13% | -$33.1K | 0.03% | 318 |
|
|
2018
Q3 | $239K | Buy |
4,397
+590
| +15% | +$34.2K | 0.03% | 365 |
|
|
2018
Q2 | $217K | Sell |
3,807
-429
| -10% | -$22.5K | 0.03% | 363 |
|
|
2018
Q1 | $210K | Sell |
4,236
-127
| -3% | -$6.66K | 0.03% | 376 |
|
|
2017
Q4 | $262K | Buy |
4,363
+33
| +0.8% | +$2.09K | 0.04% | 327 |
|
|
2017
Q3 | $282K | Sell |
4,330
-164
| -4% | -$11.1K | 0.03% | 292 |
|
|
2017
Q2 | $312K | Sell |
4,494
-259
| -5% | -$17.2K | 0.03% | 263 |
|
|
2017
Q1 | $309K | Sell |
4,753
-24
| -0.5% | -$1.49K | 0.04% | 267 |
|
|
2016
Q4 | $299K | Buy |
4,777
+97
| +2% | +$6.14K | 0.04% | 274 |
|
|
2016
Q3 | $331K | Buy |
4,680
+690
| +17% | +$50.1K | 0.04% | 234 |
|
|
2016
Q2 | $291K | Sell |
3,990
-210
| -5% | -$13.8K | 0.03% | 244 |
|
|
2016
Q1 | $264K | Buy |
4,200
+175
| +4% | +$9.85K | 0.06% | 261 |
|
|
2015
Q4 | $227K | Sell |
4,025
-549
| -12% | -$29.9K | 0.06% | 296 |
|
|
2015
Q3 | $256K | Buy |
4,574
+630
| +16% | +$41.3K | 0.07% | 254 |
|
|
2015
Q2 | $280K | Buy |
3,944
+53
| +1% | +$4.14K | 0.07% | 243 |
|
|
2015
Q1 | $324K | Buy |
3,891
+115
| +3% | +$9.9K | 0.1% | 208 |
|
|
2014
Q4 | $309K | Buy |
3,776
+685
| +22% | +$54.1K | 0.12% | 194 |
|
|
2014
Q3 | $219K | Buy |
3,091
+326
| +12% | +$23.8K | 0.09% | 240 |
|
|
2014
Q2 | $202K | Buy |
+2,765
| New | +$205K | 0.09% | 231 |
|
Other funds holding VTR
CIM
DPIM
Checchi Capital Advisers's VTR Position: Q2 2026 in Review
Checchi Capital Advisers increased its Ventas (VTR) stake by 11% in Q2 2026, buying an estimated $48.7K and bringing the position to 5,703 shares worth $506K. The position accounts for 0.02% of the portfolio, ranked #361.
Checchi Capital Advisers first reported a position in VTR in Q2 2014 and has held it in 37 quarters since. 504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.
- Checchi Capital Advisers held 5,703 shares of Ventas worth $506K as of Q2 2026.
- Checchi Capital Advisers bought 571 Ventas shares in Q2 2026, an estimated $48.7K.
- Ventas made up 0.02% of Checchi Capital Advisers's portfolio in Q2 2026, its #361 holding.
- Checchi Capital Advisers first reported a position in Ventas in Q2 2014 and has held it in 37 quarters since.
- 504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.
Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.