Independent Advisor Alliance’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $952K | Sell |
10,723
-236
| -2% | -$20.1K | 0.02% | 477 |
|
|
2026
Q1 | $896K | Buy |
10,959
+7
| +0.1% | +$573 | 0.01% | 875 |
|
|
2025
Q4 | $847K | Buy |
10,952
+733
| +7% | +$55.3K | 0.02% | 512 |
|
|
2025
Q3 | $715K | Buy |
10,219
+400
| +4% | +$26.9K | 0.02% | 529 |
|
|
2025
Q2 | $620K | Buy |
9,819
+428
| +5% | +$27.9K | 0.02% | 523 |
|
|
2025
Q1 | $646K | Sell |
9,391
-130
| -1% | -$8.3K | 0.02% | 466 |
|
|
2024
Q4 | $561K | Buy |
9,521
+315
| +3% | +$19.8K | 0.01% | 928 |
|
|
2024
Q3 | $590K | Sell |
9,206
-87
| -0.9% | -$5.08K | 0.02% | 427 |
|
|
2024
Q2 | $476K | Sell |
9,293
-801
| -8% | -$37.5K | 0.02% | 475 |
|
|
2024
Q1 | $440K | Sell |
10,094
-1,534
| -13% | -$69.7K | 0.02% | 481 |
|
|
2023
Q4 | $580K | Sell |
11,628
-858
| -7% | -$38.4K | 0.02% | 413 |
|
|
2023
Q3 | $526K | Buy |
12,486
+937
| +8% | +$42.2K | 0.02% | 403 |
|
|
2023
Q2 | $546K | Sell |
11,549
-20
| -0.2% | -$906 | 0.02% | 409 |
|
|
2023
Q1 | $502K | Sell |
11,569
-384
| -3% | -$18.5K | 0.02% | 426 |
|
|
2022
Q4 | $538 | Buy |
11,953
+139
| +1% | +$5.86K | ﹤0.01% | 343 |
|
|
2022
Q3 | $475K | Sell |
11,814
-216
| -2% | -$10.6K | 0.03% | 384 |
|
|
2022
Q2 | $619K | Buy |
12,030
+156
| +1% | +$8.73K | 0.03% | 334 |
|
|
2022
Q1 | $733K | Sell |
11,874
-1,371
| -10% | -$74.9K | 0.04% | 324 |
|
|
2021
Q4 | $677K | Sell |
13,245
-206
| -2% | -$10.8K | 0.03% | 332 |
|
|
2021
Q3 | $743K | Buy |
13,451
+584
| +5% | +$33.5K | 0.04% | 307 |
|
|
2021
Q2 | $735K | Sell |
12,867
-1,139
| -8% | -$63.6K | 0.04% | 318 |
|
|
2021
Q1 | $747K | Sell |
14,006
-388
| -3% | -$19.9K | 0.04% | 298 |
|
|
2020
Q4 | $706K | Buy |
14,394
+1,559
| +12% | +$72.1K | 0.05% | 279 |
|
|
2020
Q3 | $539K | Buy |
12,835
+1,538
| +14% | +$61.5K | 0.04% | 277 |
|
|
2020
Q2 | $414K | Buy |
11,297
+2,803
| +33% | +$92.6K | 0.04% | 305 |
|
|
2020
Q1 | $228K | Buy |
8,494
+1,761
| +26% | +$87.4K | 0.03% | 334 |
|
|
2019
Q4 | $389K | Buy |
6,733
+43
| +0.6% | +$2.7K | 0.02% | 597 |
|
|
2019
Q3 | $489K | Sell |
6,690
-1,788
| -21% | -$127K | 0.06% | 254 |
|
|
2019
Q2 | $579K | Buy |
8,478
+1,993
| +31% | +$127K | 0.08% | 203 |
|
|
2019
Q1 | $414K | Buy |
6,485
+2,242
| +53% | +$140K | 0.06% | 254 |
|
|
2018
Q4 | $249K | Buy |
+4,243
| New | +$250K | 0.04% | 323 |
|
|
2018
Q3 | – | Sell |
-4,646
| Closed | -$263K | – | 410 |
|
|
2018
Q2 | $263K | Buy |
4,646
+62
| +1% | +$3.25K | 0.05% | 268 |
|
|
2018
Q1 | $226K | Buy |
4,584
+808
| +21% | +$42.4K | 0.05% | 298 |
|
|
2017
Q4 | $221K | Buy |
+3,776
| New | +$239K | 0.05% | 282 |
|
|
2017
Q1 | – | Sell |
-11,558
| Closed | -$715K | – | 407 |
|
|
2016
Q4 | $715K | Buy |
+11,558
| New | +$732K | 0.31% | 90 |
|
Other funds holding VTR
AAMU
Independent Advisor Alliance's VTR Position: Q2 2026 in Review
Independent Advisor Alliance reduced its Ventas (VTR) stake by 2.2% in Q2 2026, selling an estimated $20.1K and leaving 10,723 shares worth $952K. The position accounts for 0.02% of the portfolio, ranked #477.
Independent Advisor Alliance first reported a position in VTR in Q4 2016 and has held it in 35 quarters since. 955 funds tracked by Wall St. Rank hold VTR as of Q2 2026.
- Independent Advisor Alliance held 10,723 shares of Ventas worth $952K as of Q2 2026.
- Independent Advisor Alliance sold 236 Ventas shares in Q2 2026, an estimated $20.1K.
- Ventas made up 0.02% of Independent Advisor Alliance's portfolio in Q2 2026, its #477 holding.
- Independent Advisor Alliance first reported a position in Ventas in Q4 2016 and has held it in 35 quarters since.
- 955 funds tracked by Wall St. Rank held Ventas as of Q2 2026.
Based on Independent Advisor Alliance's 13F filing for Q2 2026, filed 12 Aug 2026.