Lido Advisors
VTR icon

Lido Advisors’s Ventas VTR Stock Holding History

Lido 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
2026
Q1 		$589K Buy
7,164
+925
+15% +$75.7K ﹤0.01% 1209
2025
Q4 		$451K Buy
6,239
+192
+3% +$14.5K ﹤0.01% 1342
2025
Q3 		$426K Buy
6,047
+1,828
+43% +$123K ﹤0.01% 1300
2025
Q2 		$268K Buy
4,219
+539
+15% +$35.2K ﹤0.01% 1390
2025
Q1 		$255K Buy
3,680
+213
+6% +$13.6K ﹤0.01% 1276
2024
Q4 		$206K Sell
3,467
-215
-6% -$13.5K ﹤0.01% 1372
2024
Q3 		$236K Buy
+3,682
New +$215K ﹤0.01% 1261
2019
Q4 		– Sell
-3,222
Closed -$238K – 687
2019
Q3 		$238K Buy
+3,222
New +$229K 0.01% 501

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

Lido Advisors's VTR Position: Q1 2026 in Review

Lido Advisors increased its Ventas (VTR) stake by 15% in Q1 2026, buying an estimated $75.7K and bringing the position to 7,164 shares worth $589K. The position accounts for ﹤0.01% of the portfolio, ranked #1209.

Lido Advisors first reported a position in VTR in Q3 2019 and has held it in 8 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Lido Advisors held 7,164 shares of Ventas worth $589K as of Q1 2026.
  • Lido Advisors bought 925 Ventas shares in Q1 2026, an estimated $75.7K.
  • Ventas made up ﹤0.01% of Lido Advisors's portfolio in Q1 2026, its #1209 holding.
  • Lido Advisors first reported a position in Ventas in Q3 2019 and has held it in 8 quarters since.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.