GA
VTR icon

GoalVest Advisory’s Ventas VTR Stock Holding History

GoalVest Advisory’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 		$29.5K Hold
332
– – 0.01% 266
2026
Q1 		$27.2K Hold
332
– – 0.01% 293
2025
Q4 		$25.7K Buy
+332
New +$25K ﹤0.01% 313
2025
Q2 		– Sell
-3
Closed -$206 – 525
2025
Q1 		$206 Buy
+3
New +$192 ﹤0.01% 446

Other funds holding VTR

Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
P
PensionDanmark Copenhagen O, Denmark $12B AUM
GHAM
Gilman Hill Asset Management New Canaan, Connecticut $731M AUM 19.41% 1-Year Est. Return
UAS
United Asset Strategies Garden City, New York $1.41B AUM 27.73% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $194M AUM 19.57% 1-Year Est. Return
BG
BDF Gestion Paris, France $747M AUM 47.35% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $93.5M AUM 26.49% 1-Year Est. Return
SWM
Shrier Wealth Management Los Angeles, California $296M AUM
CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return