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Legacy Wealth Asset Management’s Ventas VTR Stock Holding History

Legacy Wealth Asset Management’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
Q3 		$897K Buy
10,550
+4,749
+82% +$435K 0.2% 147
2026
Q2 		$515K Sell
5,801
-293
-5% -$25K 0.11% 263
2026
Q1 		$498K Buy
6,094
+18
+0.3% +$1.47K 0.12% 258
2025
Q4 		$470K Buy
6,076
+96
+2% +$7.24K 0.12% 267
2025
Q3 		$419K Buy
5,980
+1,645
+38% +$111K 0.1% 282
2025
Q2 		$274K Buy
4,335
+158
+4% +$10.3K 0.07% 323
2025
Q1 		$287K Buy
4,177
+115
+3% +$7.34K 0.08% 306
2024
Q4 		$239K Buy
4,062
+28
+0.7% +$1.76K 0.07% 328
2024
Q3 		$259K Buy
+4,034
New +$236K 0.07% 319
2024
Q2 		– Sell
-10,319
Closed -$449K – 356
2024
Q1 		$449K Buy
10,319
+231
+2% +$10.5K 0.13% 249
2023
Q4 		$503K Buy
10,088
+140
+1% +$6.27K 0.17% 223
2023
Q3 		$419K Buy
9,948
+2
+0% +$90 0.15% 234
2023
Q2 		$470K Buy
9,946
+398
+4% +$18K 0.16% 215
2023
Q1 		$414K Sell
9,548
-207
-2% -$9.98K 0.15% 247
2022
Q4 		$439K Sell
9,755
-176
-2% -$7.42K 0.17% 217
2022
Q3 		$399K Sell
9,931
-164
-2% -$8.06K 0.17% 208
2022
Q2 		$519K Buy
10,095
+1,544
+18% +$86.5K 0.21% 166
2022
Q1 		$528K Sell
8,551
-1,510
-15% -$82.5K 0.19% 182
2021
Q4 		$514K Buy
10,061
+63
+0.6% +$3.29K 0.17% 195
2021
Q3 		$552K Sell
9,998
-114
-1% -$6.53K 0.25% 155
2021
Q2 		$577K Sell
10,112
-788
-7% -$44K 0.26% 146
2021
Q1 		$581K Sell
10,900
-40
-0.4% -$2.05K 0.27% 148
2020
Q4 		$536K Buy
+10,940
New +$506K 0.27% 155

Other funds holding VTR

CAM
Congress Asset Management Boston, Massachusetts $15.4B AUM 30.35% 1-Year Est. Return
PDN
Pensionfund DSM Netherlands Sittard, Netherlands $170M AUM 7.16% 1-Year Est. Return
PS
Pensionfund Sabic Sittard, Netherlands $82.9M AUM 10.69% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Legacy Wealth Asset Management's VTR Position: Q3 2026 in Review

Legacy Wealth Asset Management increased its Ventas (VTR) stake by 82% in Q3 2026, buying an estimated $435K and bringing the position to 10,550 shares worth $897K. The position accounts for 0.2% of the portfolio, ranked #147.

Legacy Wealth Asset Management first reported a position in VTR in Q4 2020 and has held it in 23 quarters since. 36 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • Legacy Wealth Asset Management held 10,550 shares of Ventas worth $897K as of Q3 2026.
  • Legacy Wealth Asset Management bought 4,749 Ventas shares in Q3 2026, an estimated $435K.
  • Ventas made up 0.2% of Legacy Wealth Asset Management's portfolio in Q3 2026, its #147 holding.
  • Legacy Wealth Asset Management first reported a position in Ventas in Q4 2020 and has held it in 23 quarters since.
  • 36 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.