MassMutual Private Wealth & Trust’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$153K Buy
1,727
+7
+0.4% +$597 ﹤0.01% 496
2026
Q1
$141K Sell
1,720
-88
-5% -$7.2K ﹤0.01% 506
2025
Q4
$140K Buy
1,808
+22
+1% +$1.66K ﹤0.01% 520
2025
Q3
$125K Buy
1,786
+46
+3% +$3.09K ﹤0.01% 542
2025
Q2
$110K Sell
1,740
-1
-0.1% -$65 ﹤0.01% 560
2025
Q1
$120K Buy
1,741
+37
+2% +$2.36K ﹤0.01% 516
2024
Q4
$100K Buy
1,704
+126
+8% +$7.92K ﹤0.01% 576
2024
Q3
$101K Sell
1,578
-51
-3% -$2.98K ﹤0.01% 523
2024
Q2
$83.5K Sell
1,629
-307
-16% -$14.4K ﹤0.01% 557
2024
Q1
$84.3K Buy
1,936
+528
+38% +$24K ﹤0.01% 509
2023
Q4
$70.2K Buy
1,408
+596
+73% +$26.7K ﹤0.01% 528
2023
Q3
$34.2K Buy
812
+28
+4% +$1.26K ﹤0.01% 683
2023
Q2
$37.1K Sell
784
-22
-3% -$997 ﹤0.01% 615
2023
Q1
$34.9K Buy
806
+282
+54% +$13.6K ﹤0.01% 593
2022
Q4
$24K Buy
524
+273
+109% +$11.5K ﹤0.01% 594
2022
Q3
$10K Buy
251
+41
+20% +$2.02K ﹤0.01% 769
2022
Q2
$11K Sell
210
-73
-26% -$4.09K ﹤0.01% 708
2022
Q1
$17K Buy
283
+144
+104% +$7.87K ﹤0.01% 633
2021
Q4
$7K Sell
139
-36
-21% -$1.88K ﹤0.01% 828
2021
Q3
$10K Hold
175
﹤0.01% 714
2021
Q2
$10K Sell
175
-17
-9% -$949 ﹤0.01% 686
2021
Q1
$10K Buy
192
+26
+16% +$1.33K ﹤0.01% 610
2020
Q4
$8K Buy
166
+46
+38% +$2.13K ﹤0.01% 640
2020
Q3
$5K Sell
120
-20
-14% -$800 ﹤0.01% 648
2020
Q2
$5K Sell
140
-119
-46% -$3.93K ﹤0.01% 612
2020
Q1
$7K Hold
259
﹤0.01% 556
2019
Q4
$15K Buy
+259
New +$16.3K ﹤0.01% 563
2019
Q2
Sell
-65
Closed -$4.15K 839
2019
Q1
$4.15K Sell
65
-1,004
-94% -$62.7K ﹤0.01% 708
2018
Q4
$62.6K Sell
1,069
-1,220
-53% -$71.9K 0.01% 394
2018
Q3
$124K Buy
2,289
+20
+0.9% +$1.16K 0.01% 365
2018
Q2
$129K Sell
2,269
-463
-17% -$24.2K 0.01% 360
2018
Q1
$135K Sell
2,732
-47
-2% -$2.46K 0.01% 358
2017
Q4
$167K Buy
+2,779
New +$176K 0.01% 357

Other funds holding VTR

MassMutual Private Wealth & Trust's VTR Position: Q2 2026 in Review

MassMutual Private Wealth & Trust increased its Ventas (VTR) stake by 0.41% in Q2 2026, buying an estimated $597 and bringing the position to 1,727 shares worth $153K. The position accounts for ﹤0.01% of the portfolio, ranked #496.

MassMutual Private Wealth & Trust first reported a position in VTR in Q4 2017 and has held it in 33 quarters since. The position peaked at $167K in Q4 2017. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • MassMutual Private Wealth & Trust held 1,727 shares of Ventas worth $153K as of Q2 2026.
  • MassMutual Private Wealth & Trust bought 7 Ventas shares in Q2 2026, an estimated $597.
  • Ventas made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2026, its #496 holding.
  • MassMutual Private Wealth & Trust first reported a position in Ventas in Q4 2017 and has held it in 33 quarters since.
  • MassMutual Private Wealth & Trust's Ventas position peaked at $167K in Q4 2017.
  • 346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2026, filed 2 Jul 2026.