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Landmark Investment Partners’s Ventas VTR Stock Holding History

Landmark Investment Partners’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
Q2 		– Sell
-323,596
Closed -$21.1M – 84
2025
Q1 		$22.3M Buy
323,596
+138,564
+75% +$8.85M 5.86% 5
2024
Q4 		$10.9M Buy
+185,032
New +$11.6M 4.41% 13

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

Landmark Investment Partners's VTR Position: Q2 2025 in Review

Landmark Investment Partners sold out of Ventas (VTR) in Q2 2025, closing a stake of 323,596 shares — an estimated $21.1M sold.

Landmark Investment Partners first reported a position in VTR in Q4 2024 and held it in 2 quarters. The position peaked at $22.3M in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Landmark Investment Partners reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • Landmark Investment Partners sold 323,596 Ventas shares in Q2 2025, an estimated $21.1M.
  • Landmark Investment Partners first reported a position in Ventas in Q4 2024 and held it in 2 quarters.
  • Landmark Investment Partners's Ventas position peaked at $22.3M in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Landmark Investment Partners's 13F filing for Q2 2025, filed 14 Aug 2025.