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Legacy Financial Advisors’s Ventas VTR Stock Holding History

Legacy Financial 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
Q4 		– Sell
-2,932
Closed -$205K – 460
2025
Q3 		$205K Buy
+2,932
New +$197K 0.03% 398
2019
Q2 		– Sell
-91
Closed -$6K – 887
2019
Q1 		$6K Sell
91
-62
-41% -$3.87K ﹤0.01% 749
2018
Q4 		$9K Sell
153
-26
-15% -$1.53K ﹤0.01% 600
2018
Q3 		$9K Buy
179
+44
+33% +$2.55K ﹤0.01% 559
2018
Q2 		$8K Hold
135
– – ﹤0.01% 603
2018
Q1 		$6K Buy
135
+126
+1,400% +$6.61K ﹤0.01% 609
2017
Q4 		$0 Buy
+9
New +$569 ﹤0.01% 862

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
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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Legacy Financial Advisors's VTR Position: Q4 2025 in Review

Legacy Financial Advisors sold out of Ventas (VTR) in Q4 2025, closing a stake of 2,932 shares — an estimated $205K sold.

Legacy Financial Advisors first reported a position in VTR in Q4 2017 and held it in 7 quarters. The position peaked at $205K in Q3 2025. 926 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Legacy Financial Advisors reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
  • Legacy Financial Advisors sold 2,932 Ventas shares in Q4 2025, an estimated $205K.
  • Legacy Financial Advisors first reported a position in Ventas in Q4 2017 and held it in 7 quarters.
  • Legacy Financial Advisors's Ventas position peaked at $205K in Q3 2025.
  • 926 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Legacy Financial Advisors's 13F filing for Q4 2025, filed 4 Feb 2026.