Janney Montgomery Scott
VTR icon

Janney Montgomery Scott’s Ventas VTR Stock Holding History

Janney Montgomery Scott’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
Q1 		– Sell
-12,719
Closed -$984K – 3073
2025
Q4 		$984K Buy
12,719
+2,306
+22% +$174K ﹤0.01% 1735
2025
Q3 		$729K Buy
10,413
+98
+1% +$6.58K ﹤0.01% 1919
2025
Q2 		$651K Sell
10,315
-1,586
-13% -$104K ﹤0.01% 1849
2025
Q1 		$818K Sell
11,901
-2,203
-16% -$141K ﹤0.01% 1671
2024
Q4 		$831K Sell
14,104
-902
-6% -$56.7K ﹤0.01% 1678
2024
Q3 		$962K Buy
15,006
+326
+2% +$19K ﹤0.01% 1528
2024
Q2 		$753K Sell
14,680
-681
-4% -$31.9K ﹤0.01% 1610
2024
Q1 		$669K Buy
15,361
+1,151
+8% +$52.3K ﹤0.01% 1763
2023
Q4 		$708K Sell
14,210
-1,072
-7% -$48K ﹤0.01% 1667
2023
Q3 		$644K Buy
15,282
+655
+4% +$29.5K ﹤0.01% 1605
2023
Q2 		$691K Sell
14,627
-1,070
-7% -$48.5K ﹤0.01% 1638
2023
Q1 		$680K Sell
15,697
-4,541
-22% -$219K ﹤0.01% 1542
2022
Q4 		$912K Sell
20,238
-1,545
-7% -$65.2K ﹤0.01% 1426
2022
Q3 		$875K Buy
21,783
+216
+1% +$10.6K ﹤0.01% 1377
2022
Q2 		$1.1M Buy
21,567
+6,818
+46% +$382K 0.01% 1192
2022
Q1 		$911K Buy
14,749
+385
+3% +$21K ﹤0.01% 1303
2021
Q4 		$734K Buy
14,364
+1,334
+10% +$69.7K ﹤0.01% 1509
2021
Q3 		$719K Buy
13,030
+648
+5% +$37.1K ﹤0.01% 1456
2021
Q2 		$707K Sell
12,382
-1,299
-9% -$72.5K ﹤0.01% 1451
2021
Q1 		$730K Sell
13,681
-14,339
-51% -$736K ﹤0.01% 1363
2020
Q4 		$1.37M Buy
28,020
+1,248
+5% +$57.7K 0.01% 1029
2020
Q3 		$1.12M Sell
26,772
-17,890
-40% -$715K 0.01% 1048
2020
Q2 		$1.64M Buy
44,662
+7,953
+22% +$263K 0.01% 839
2020
Q1 		$984K Buy
36,709
+4,824
+15% +$240K 0.01% 936
2019
Q4 		$1.84M Sell
31,885
-5,588
-15% -$351K 0.01% 830
2019
Q3 		$2.74M Sell
37,473
-3,761
-9% -$267K 0.02% 636
2019
Q2 		$2.82M Sell
41,234
-877
-2% -$55.9K 0.02% 599
2019
Q1 		$2.69M Sell
42,111
-15,672
-27% -$979K 0.02% 602
2018
Q4 		$3.39M Sell
57,783
-680
-1% -$40.1K 0.03% 471
2018
Q3 		$3.18M Buy
58,463
+334
+0.6% +$19.3K 0.03% 547
2018
Q2 		$3.31M Buy
58,129
+1,296
+2% +$67.8K 0.03% 500
2018
Q1 		$2.81M Buy
56,833
+9,572
+20% +$502K 0.03% 539
2017
Q4 		$2.84M Buy
47,261
+1,594
+3% +$101K 0.03% 518
2017
Q3 		$2.97M Buy
45,667
+2,801
+7% +$189K 0.03% 471
2017
Q2 		$2.98M Buy
42,866
+497
+1% +$33.1K 0.04% 445
2017
Q1 		$2.76M Buy
42,369
+9,444
+29% +$588K 0.04% 452
2016
Q4 		$2.06M Sell
32,925
-1,228
-4% -$77.7K 0.03% 490
2016
Q3 		$2.41M Buy
+34,153
New +$2.48M 0.04% 390
2016
Q2 		– Sell
-48,992
Closed -$3.08M – 1165
2016
Q1 		$3.08M Buy
48,992
+16,687
+52% +$939K 0.08% 244
2015
Q4 		$1.82M Buy
32,305
+6,814
+27% +$371K 0.05% 370
2015
Q3 		$1.43M Buy
25,491
+9,138
+56% +$600K 0.04% 419
2015
Q2 		$1.15M Buy
16,353
+6,698
+69% +$523K 0.02% 711
2015
Q1 		$805K Buy
9,655
+3,040
+46% +$262K 0.02% 1028
2014
Q4 		$542K Buy
6,615
+384
+6% +$30.3K 0.01% 1262
2014
Q3 		$441K Buy
6,231
+1,218
+24% +$88.9K 0.01% 1377
2014
Q2 		$367K Buy
5,013
+1,245
+33% +$92.5K 0.01% 1455
2014
Q1 		$261K Buy
+3,768
New +$262K 0.01% 1567

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Janney Montgomery Scott's VTR Position: Q1 2026 in Review

Janney Montgomery Scott sold out of Ventas (VTR) in Q1 2026, closing a stake of 12,719 shares — an estimated $984K sold.

Janney Montgomery Scott first reported a position in VTR in Q1 2014 and held it in 47 quarters. The position peaked at $3.39M in Q4 2018. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Janney Montgomery Scott reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Janney Montgomery Scott sold 12,719 Ventas shares in Q1 2026, an estimated $984K.
  • Janney Montgomery Scott first reported a position in Ventas in Q1 2014 and held it in 47 quarters.
  • Janney Montgomery Scott's Ventas position peaked at $3.39M in Q4 2018.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Janney Montgomery Scott's 13F filing for Q1 2026, filed 22 Apr 2026.