LGT Financial Advisors’s Ventas VTR Stock Holding History

LGT 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	-16	Closed	-$1.12K	–	379
2025 Q3	$1.12K	Hold	16	–	–	﹤0.01%	353
2025 Q2	$1.01K	Buy	+16	New	+$1.04K	﹤0.01%	393

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

LGT Financial Advisors sold out of Ventas (VTR) in Q4 2025, closing a stake of 16 shares — an estimated $1.12K sold.

LGT Financial Advisors first reported a position in VTR in Q2 2025 and held it in 2 quarters. The position peaked at $1.12K in Q3 2025. 926 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

LGT Financial Advisors reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 16 Ventas shares in Q4 2025, an estimated $1.12K.
LGT Financial Advisors first reported a position in Ventas in Q2 2025 and held it in 2 quarters.
LGT Financial Advisors's Ventas position peaked at $1.12K in Q3 2025.
926 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

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