Crewe Advisors’s Ventas VTR Stock Holding History

Crewe 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 Q2	$3.11K	Buy	+35	New	+$2.98K	﹤0.01%	955
2024 Q4	–	Sell	-4	Closed	-$257	–	806
2024 Q3	$257	Buy	+4	New	+$234	﹤0.01%	685
2023 Q3	–	Sell	-10	Closed	-$473	–	917
2023 Q2	$473	Sell	10 -72	-88%	-$3.26K	﹤0.01%	633
2023 Q1	$3.56K	Hold	82	–	–	﹤0.01%	671
2022 Q4	$3.69K	Sell	82 -390	-83%	-$16.4K	﹤0.01%	733
2022 Q3	$19K	Buy	472 +33	+8%	+$1.62K	﹤0.01%	484
2022 Q2	$23K	Buy	439 +220	+100%	+$12.3K	0.01%	398
2022 Q1	$14K	Hold	219	–	–	﹤0.01%	337
2021 Q4	$11K	Hold	219	–	–	﹤0.01%	315
2021 Q3	$12K	Hold	219	–	–	﹤0.01%	254
2021 Q2	$13K	Hold	219	–	–	﹤0.01%	259
2021 Q1	$12K	Hold	219	–	–	﹤0.01%	270
2020 Q4	$11K	Buy	+219	New	+$10.1K	﹤0.01%	256

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Crewe Advisors's VTR Position: Q2 2026 in Review

Crewe Advisors opened a new position in Ventas (VTR) in Q2 2026: 35 shares worth $3.11K. The stake represents ﹤0.01% of the portfolio and ranks #955 among its holdings. This is a return to the name: Crewe Advisors previously reported a position in VTR as recently as Q3 2024.

Crewe Advisors first reported a position in VTR in Q4 2020 and has held it in 13 quarters since. The position peaked at $23K in Q2 2022. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Crewe Advisors held 35 shares of Ventas worth $3.11K as of Q2 2026.
Ventas was a new Crewe Advisors position in Q2 2026.
Ventas made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #955 holding.
Crewe Advisors first reported a position in Ventas in Q4 2020 and has held it in 13 quarters since.
Crewe Advisors's Ventas position peaked at $23K in Q2 2022.
955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.