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GHP Investment Advisors’s Ventas VTR Stock Holding History

GHP Investment 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
2025
Q2 		– Sell
-392
Closed -$27K – 1009
2025
Q1 		$27K Hold
392
– – ﹤0.01% 566
2024
Q4 		$23.1K Hold
392
– – ﹤0.01% 587
2024
Q3 		$25.1K Hold
392
– – ﹤0.01% 591
2024
Q2 		$20.1K Hold
392
– – ﹤0.01% 593
2024
Q1 		$17.1K Hold
392
– – ﹤0.01% 605
2023
Q4 		$19.5K Sell
392
-209
-35% -$9.36K ﹤0.01% 580
2023
Q3 		$26.1K Hold
601
– – ﹤0.01% 576
2023
Q2 		$25.7K Buy
601
+392
+188% +$17.8K ﹤0.01% 566
2023
Q1 		$9.06K Hold
209
– – ﹤0.01% 704
2022
Q4 		$9.41K Hold
209
– – ﹤0.01% 701
2022
Q3 		$8K Buy
+209
New +$10.3K ﹤0.01% 730
2022
Q2 		– Sell
-116
Closed -$7K – 1035
2022
Q1 		$7K Buy
+116
New +$6.34K ﹤0.01% 793

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

GHP Investment Advisors's VTR Position: Q2 2025 in Review

GHP Investment Advisors sold out of Ventas (VTR) in Q2 2025, closing a stake of 392 shares — an estimated $27K sold.

GHP Investment Advisors first reported a position in VTR in Q1 2022 and held it in 12 quarters. The position peaked at $27K in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • GHP Investment Advisors reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • GHP Investment Advisors sold 392 Ventas shares in Q2 2025, an estimated $27K.
  • GHP Investment Advisors first reported a position in Ventas in Q1 2022 and held it in 12 quarters.
  • GHP Investment Advisors's Ventas position peaked at $27K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on GHP Investment Advisors's 13F filing for Q2 2025, filed 5 Aug 2025.