HWA
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HHM Wealth Advisors’s Ventas VTR Stock Holding History

HHM Wealth 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 		– Sell
-46
Closed -$2.9K – 942
2025
Q2 		$2.9K Hold
46
– – ﹤0.01% 734
2025
Q1 		$3.16K Hold
46
– – ﹤0.01% 709
2024
Q4 		$2.71K Buy
+46
New +$2.89K ﹤0.01% 723
2024
Q2 		– Sell
-263
Closed -$11.5K – 865
2024
Q1 		$11.5K Hold
263
– – ﹤0.01% 497
2023
Q4 		$13.1K Hold
263
– – ﹤0.01% 474
2023
Q3 		$11.1K Hold
263
– – ﹤0.01% 490
2023
Q2 		$12.4K Hold
263
– – ﹤0.01% 491
2023
Q1 		$11.4K Buy
263
+52
+25% +$2.51K ﹤0.01% 495
2022
Q4 		$9.51K Sell
211
-17
-7% -$717 ﹤0.01% 458
2022
Q3 		$9K Buy
228
+132
+138% +$6.49K ﹤0.01% 462
2022
Q2 		$7K Buy
+96
New +$5.38K ﹤0.01% 601

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

HHM Wealth Advisors's VTR Position: Q3 2025 in Review

HHM Wealth Advisors sold out of Ventas (VTR) in Q3 2025, closing a stake of 46 shares — an estimated $2.9K sold.

HHM Wealth Advisors first reported a position in VTR in Q2 2022 and held it in 11 quarters. The position peaked at $13.1K in Q4 2023. 824 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

  • HHM Wealth Advisors reported no remaining Ventas position as of Q3 2025 after selling out during the quarter.
  • HHM Wealth Advisors sold 46 Ventas shares in Q3 2025, an estimated $2.9K.
  • HHM Wealth Advisors first reported a position in Ventas in Q2 2022 and held it in 11 quarters.
  • HHM Wealth Advisors's Ventas position peaked at $13.1K in Q4 2023.
  • 824 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on HHM Wealth Advisors's 13F filing for Q3 2025, filed 29 Oct 2025.