Key Financial Inc’s Ventas VTR Stock Holding History

Key Financial Inc’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 Q2	–	Sell	-138	Closed	-$11.3K	–	1455
2026 Q1	$11.3K	Hold	138	–	–	﹤0.01%	860
2025 Q4	$10.7K	Hold	138	–	–	﹤0.01%	871
2025 Q3	$9.7K	Hold	138	–	–	﹤0.01%	888
2025 Q2	$8.71K	Hold	138	–	–	﹤0.01%	894
2025 Q1	$9.49K	Hold	138	–	–	﹤0.01%	830
2024 Q4	$8.13K	Hold	138	–	–	﹤0.01%	861
2024 Q3	$8.85K	Buy	138 +9	+7%	+$525	﹤0.01%	833
2024 Q2	$6.61K	Hold	129	–	–	﹤0.01%	879
2024 Q1	$5.62K	Hold	129	–	–	﹤0.01%	906
2023 Q4	$6.43K	Hold	129	–	–	﹤0.01%	847
2023 Q3	$5.43K	Hold	129	–	–	﹤0.01%	881
2023 Q2	$6.1K	Buy	129 +94	+269%	+$4.26K	﹤0.01%	856
2023 Q1	$1.52K	Hold	35	–	–	﹤0.01%	987
2022 Q4	$1.41K	Hold	35	–	–	﹤0.01%	997
2022 Q3	$1K	Hold	35	–	–	﹤0.01%	1087
2022 Q2	$2K	Hold	35	–	–	﹤0.01%	967
2022 Q1	$2K	Hold	35	–	–	﹤0.01%	960
2021 Q4	$2K	Hold	35	–	–	﹤0.01%	853
2021 Q3	$2K	Hold	35	–	–	﹤0.01%	831
2021 Q2	$2K	Hold	35	–	–	﹤0.01%	794
2021 Q1	$2K	Buy	+35	New	+$1.8K	﹤0.01%	700
2020 Q2	–	Sell	-252	Closed	-$7K	–	632
2020 Q1	$7K	Buy	+252	New	+$12.5K	0.01%	476

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Key Financial Inc's VTR Position: Q2 2026 in Review

Key Financial Inc sold out of Ventas (VTR) in Q2 2026, closing a stake of 138 shares — an estimated $11.3K sold.

Key Financial Inc first reported a position in VTR in Q1 2020 and held it in 22 quarters. The position peaked at $11.3K in Q1 2026. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Key Financial Inc reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
Key Financial Inc sold 138 Ventas shares in Q2 2026, an estimated $11.3K.
Key Financial Inc first reported a position in Ventas in Q1 2020 and held it in 22 quarters.
Key Financial Inc's Ventas position peaked at $11.3K in Q1 2026.
953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.