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Congress Wealth Management’s Ventas VTR Stock Holding History

Congress Wealth Management’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
2025
Q2 		$410K Buy
6,485
+3,285
+103% +$214K ﹤0.01% 984
2025
Q1 		$220K Buy
+3,200
New +$204K ﹤0.01% 1015
2024
Q4 		– Sell
-6,400
Closed -$410K – 935
2024
Q3 		$410K Buy
+6,400
New +$374K 0.01% 668

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Congress Wealth Management's VTR Position: Q2 2025 in Review

Congress Wealth Management increased its Ventas (VTR) stake by 103% in Q2 2025, buying an estimated $214K and bringing the position to 6,485 shares worth $410K. The position accounts for ﹤0.01% of the portfolio, ranked #984.

Congress Wealth Management first reported a position in VTR in Q3 2024 and has held it in 3 quarters since. The position peaked at $410K in Q3 2024. 799 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Congress Wealth Management held 6,485 shares of Ventas worth $410K as of Q2 2025.
  • Congress Wealth Management bought 3,285 Ventas shares in Q2 2025, an estimated $214K.
  • Ventas made up ﹤0.01% of Congress Wealth Management's portfolio in Q2 2025, its #984 holding.
  • Congress Wealth Management first reported a position in Ventas in Q3 2024 and has held it in 3 quarters since.
  • Congress Wealth Management's Ventas position peaked at $410K in Q3 2024.
  • 799 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.