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Hemington Wealth Management’s Ventas VTR Stock Holding History

Hemington Wealth Management’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 		$1K Sell
17
-2
-11% -$134 ﹤0.01% 1498
2025
Q2 		$1K Hold
19
– – ﹤0.01% 1473
2025
Q1 		$1K Sell
19
-4
-17% -$255 ﹤0.01% 1468
2024
Q4 		$1K Hold
23
– – ﹤0.01% 1500
2024
Q3 		$1K Buy
+23
New +$1.34K ﹤0.01% 1436

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

Hemington Wealth Management's VTR Position: Q3 2025 in Review

Hemington Wealth Management reduced its Ventas (VTR) stake by 11% in Q3 2025, selling an estimated $134 and leaving 17 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1498.

Hemington Wealth Management first reported a position in VTR in Q3 2024 and has held it in 5 quarters since. 824 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

  • Hemington Wealth Management held 17 shares of Ventas worth $1K as of Q3 2025.
  • Hemington Wealth Management sold 2 Ventas shares in Q3 2025, an estimated $134.
  • Ventas made up ﹤0.01% of Hemington Wealth Management's portfolio in Q3 2025, its #1498 holding.
  • Hemington Wealth Management first reported a position in Ventas in Q3 2024 and has held it in 5 quarters since.
  • 824 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.