Guerra Advisors’s Ventas VTR Stock Holding History

Guerra 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 Q3	$2.66K	Buy	+38	New	+$2.55K	﹤0.01%	494

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Guerra Advisors's VTR Position: Q3 2025 in Review

Guerra Advisors opened a new position in Ventas (VTR) in Q3 2025: 38 shares worth $2.66K. The stake represents ﹤0.01% of the portfolio and ranks #494 among its holdings.

825 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

Guerra Advisors held 38 shares of Ventas worth $2.66K as of Q3 2025.
Ventas was a new Guerra Advisors position in Q3 2025.
Ventas made up ﹤0.01% of Guerra Advisors's portfolio in Q3 2025, its #494 holding.
825 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on Guerra Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.