Halbert Hargrove Global Advisors
VTR icon

Halbert Hargrove Global Advisors’s Ventas VTR Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-2
Closed -$221 – 693
2026
Q2 		$221 Buy
+2
New +$170 ﹤0.01% 645
2025
Q2 		– Sell
-6
Closed -$413 – 655
2025
Q1 		$413 Buy
+6
New +$383 ﹤0.01% 523

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Dimensional Fund Advisors
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Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Duff & Phelps Investment Management
Duff & Phelps Investment Management Chicago, Illinois $9.7B AUM 5.22% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Halbert Hargrove Global Advisors's VTR Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Ventas (VTR) in Q3 2026, closing a stake of 2 shares — an estimated $221 sold.

Halbert Hargrove Global Advisors first reported a position in VTR in Q1 2025 and held it in 2 quarters. The position peaked at $413 in Q1 2025. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Ventas position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 2 Ventas shares in Q3 2026, an estimated $221.
  • Halbert Hargrove Global Advisors first reported a position in Ventas in Q1 2025 and held it in 2 quarters.
  • Halbert Hargrove Global Advisors's Ventas position peaked at $413 in Q1 2025.
  • 481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.