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Crowley Wealth Management’s Ventas VTR Stock Holding History

Crowley 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
Q4 		– Sell
-393
Closed -$27.5K – 354
2025
Q3 		$27.5K Hold
393
– – 0.02% 195
2025
Q2 		$24.8K Hold
393
– – 0.02% 196
2025
Q1 		$27K Hold
393
– – 0.03% 175
2024
Q4 		$23.1K Buy
+393
New +$24.7K 0.02% 194

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Crowley Wealth Management's VTR Position: Q4 2025 in Review

Crowley Wealth Management sold out of Ventas (VTR) in Q4 2025, closing a stake of 393 shares — an estimated $27.5K sold.

Crowley Wealth Management first reported a position in VTR in Q4 2024 and held it in 4 quarters. The position peaked at $27.5K in Q3 2025. 925 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Crowley Wealth Management reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
  • Crowley Wealth Management sold 393 Ventas shares in Q4 2025, an estimated $27.5K.
  • Crowley Wealth Management first reported a position in Ventas in Q4 2024 and held it in 4 quarters.
  • Crowley Wealth Management's Ventas position peaked at $27.5K in Q3 2025.
  • 925 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Crowley Wealth Management's 13F filing for Q4 2025.