EWA
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EverSource Wealth Advisors’s Ventas VTR Stock Holding History

EverSource Wealth 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 		$446K Sell
5,017
-1,303
-21% -$111K 0.02% 602
2026
Q1 		$517K Sell
6,320
-306
-5% -$25K 0.02% 598
2025
Q4 		$513K Buy
6,626
+2,389
+56% +$180K 0.02% 533
2025
Q3 		$297K Buy
4,237
+982
+30% +$66K 0.01% 737
2025
Q2 		$206K Buy
3,255
+638
+24% +$41.7K 0.01% 845
2025
Q1 		$180K Sell
2,617
-2,650
-50% -$169K 0.01% 696
2024
Q4 		$310K Buy
5,267
+4,630
+727% +$291K 0.02% 494
2024
Q3 		$40.8K Buy
637
+30
+5% +$1.75K ﹤0.01% 1146
2024
Q2 		$33K Buy
607
+104
+21% +$4.87K ﹤0.01% 1282
2024
Q1 		$22.3K Sell
503
-5
-1% -$227 ﹤0.01% 1315
2023
Q4 		$25.3K Buy
508
+53
+12% +$2.37K ﹤0.01% 1137
2023
Q3 		$19.2K Sell
455
-49
-10% -$2.21K ﹤0.01% 1140
2023
Q2 		$23.8K Buy
504
+23
+5% +$1.04K ﹤0.01% 1085
2023
Q1 		$20.9K Sell
481
-21
-4% -$1.01K ﹤0.01% 1071
2022
Q4 		$22.6K Buy
502
+183
+57% +$7.72K ﹤0.01% 1026
2022
Q3 		$13K Buy
319
+59
+23% +$2.9K ﹤0.01% 1057
2022
Q2 		$13K Hold
260
– – ﹤0.01% 972
2022
Q1 		$16K Buy
260
+171
+192% +$9.34K ﹤0.01% 801
2021
Q4 		$4K Buy
+89
New +$4.65K ﹤0.01% 1369

Other funds holding VTR

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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Capital World Investors
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

EverSource Wealth Advisors's VTR Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Ventas (VTR) stake by 21% in Q2 2026, selling an estimated $111K and leaving 5,017 shares worth $446K. The position accounts for 0.02% of the portfolio, ranked #602.

EverSource Wealth Advisors first reported a position in VTR in Q4 2021 and has held it in 19 quarters since. The position peaked at $517K in Q1 2026. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • EverSource Wealth Advisors held 5,017 shares of Ventas worth $446K as of Q2 2026.
  • EverSource Wealth Advisors sold 1,303 Ventas shares in Q2 2026, an estimated $111K.
  • Ventas made up 0.02% of EverSource Wealth Advisors's portfolio in Q2 2026, its #602 holding.
  • EverSource Wealth Advisors first reported a position in Ventas in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Ventas position peaked at $517K in Q1 2026.
  • 948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

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