Global Retirement Partners’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q4 | $419K | Buy |
5,421
+4,279
| +375% | +$323K | 0.01% | 1049 |
|
|
2025
Q3 | $79.9K | Sell |
1,142
-606
| -35% | -$40.7K | ﹤0.01% | 1623 |
|
|
2025
Q2 | $110K | Buy |
+1,748
| New | +$114K | ﹤0.01% | 1381 |
|
|
2024
Q4 | $71.9K | Buy |
1,221
+177
| +17% | +$11.1K | ﹤0.01% | 1439 |
|
|
2024
Q3 | $67K | Sell |
1,044
-553
| -35% | -$32.3K | ﹤0.01% | 1415 |
|
|
2024
Q2 | $81.9K | Sell |
1,597
-369
| -19% | -$17.3K | ﹤0.01% | 1294 |
|
|
2024
Q1 | $85.6K | Buy |
1,966
+12
| +0.6% | +$545 | ﹤0.01% | 1147 |
|
|
2023
Q4 | $96.4K | Buy |
1,954
+249
| +15% | +$11.2K | ﹤0.01% | 1067 |
|
|
2023
Q3 | $69.2K | Sell |
1,705
-3
| -0.2% | -$135 | ﹤0.01% | 1098 |
|
|
2023
Q2 | $80.7K | Buy |
1,708
+44
| +3% | +$1.99K | ﹤0.01% | 1039 |
|
|
2023
Q1 | $79.2K | Buy |
1,664
+279
| +20% | +$13.4K | ﹤0.01% | 1015 |
|
|
2022
Q4 | $62.4K | Buy |
1,385
+194
| +16% | +$8.18K | ﹤0.01% | 996 |
|
|
2022
Q3 | $47K | Sell |
1,191
-17
| -1% | -$835 | ﹤0.01% | 1046 |
|
|
2022
Q2 | $62K | Sell |
1,208
-7
| -0.6% | -$392 | 0.01% | 916 |
|
|
2022
Q1 | $68K | Buy |
+1,215
| New | +$66.4K | 0.01% | 875 |
|
|
2021
Q4 | – | Sell |
-1,376
| Closed | -$76K | – | 1780 |
|
|
2021
Q3 | $76K | Buy |
1,376
+17
| +1% | +$974 | 0.01% | 729 |
|
|
2021
Q2 | $78K | Sell |
1,359
-5,176
| -79% | -$289K | 0.01% | 706 |
|
|
2021
Q1 | $349K | Buy |
6,535
+193
| +3% | +$9.9K | 0.04% | 316 |
|
|
2020
Q4 | $311K | Sell |
6,342
-241
| -4% | -$11.1K | 0.04% | 316 |
|
|
2020
Q3 | $276K | Buy |
6,583
+267
| +4% | +$10.7K | 0.04% | 310 |
|
|
2020
Q2 | $231K | Buy |
6,316
+1,344
| +27% | +$44.4K | 0.04% | 330 |
|
|
2020
Q1 | $133K | Sell |
4,972
-301
| -6% | -$14.9K | 0.03% | 390 |
|
|
2019
Q4 | $304K | Sell |
5,273
-399
| -7% | -$25.1K | 0.05% | 304 |
|
|
2019
Q3 | $414K | Buy |
5,672
+1,165
| +26% | +$82.7K | 0.07% | 242 |
|
|
2019
Q2 | $308K | Buy |
4,507
+90
| +2% | +$5.74K | 0.06% | 263 |
|
|
2019
Q1 | $282K | Sell |
4,417
-2,757
| -38% | -$172K | 0.07% | 242 |
|
|
2018
Q4 | $420K | Sell |
7,174
-13
| -0.2% | -$766 | 0.11% | 187 |
|
|
2018
Q3 | $391K | Buy |
7,187
+544
| +8% | +$31.5K | 0.09% | 202 |
|
|
2018
Q2 | $378K | Buy |
6,643
+236
| +4% | +$12.4K | 0.1% | 201 |
|
|
2018
Q1 | $317K | Buy |
6,407
+1,298
| +25% | +$68.1K | 0.09% | 218 |
|
|
2017
Q4 | $307K | Buy |
5,109
+366
| +8% | +$23.1K | 0.08% | 209 |
|
|
2017
Q3 | $309K | Buy |
4,743
+577
| +14% | +$38.9K | 0.13% | 160 |
|
|
2017
Q2 | $289K | Buy |
4,166
+1,031
| +33% | +$68.6K | 0.14% | 145 |
|
|
2017
Q1 | $204K | Buy |
3,135
+1,270
| +68% | +$79.1K | 0.11% | 167 |
|
|
2016
Q4 | $117K | Buy |
+1,865
| New | +$118K | 0.08% | 221 |
|
Other funds holding VTR
AAMU
Global Retirement Partners's VTR Position: Q4 2025 in Review
Global Retirement Partners increased its Ventas (VTR) stake by 375% in Q4 2025, buying an estimated $323K and bringing the position to 5,421 shares worth $419K. The position accounts for 0.01% of the portfolio, ranked #1049.
Global Retirement Partners first reported a position in VTR in Q4 2016 and has held it in 35 quarters since. The position peaked at $420K in Q4 2018. 925 funds tracked by Wall St. Rank hold VTR as of Q4 2025.
- Global Retirement Partners held 5,421 shares of Ventas worth $419K as of Q4 2025.
- Global Retirement Partners bought 4,279 Ventas shares in Q4 2025, an estimated $323K.
- Ventas made up 0.01% of Global Retirement Partners's portfolio in Q4 2025, its #1049 holding.
- Global Retirement Partners first reported a position in Ventas in Q4 2016 and has held it in 35 quarters since.
- Global Retirement Partners's Ventas position peaked at $420K in Q4 2018.
- 925 funds tracked by Wall St. Rank held Ventas as of Q4 2025.
Based on Global Retirement Partners's 13F filing for Q4 2025, filed 6 Feb 2026.