MA
VTR icon

MCF Advisors’s Ventas VTR Stock Holding History

MCF 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 		$4.33K Hold
53
– – ﹤0.01% 1112
2025
Q4 		$4.1K Buy
+53
New +$4K ﹤0.01% 983
2025
Q1 		– Sell
-16
Closed -$943 – 1024
2024
Q4 		$943 Hold
16
– – ﹤0.01% 915
2024
Q3 		$1.03K Sell
16
-6
-27% -$350 ﹤0.01% 907
2024
Q2 		$1.13K Hold
22
– – ﹤0.01% 899
2024
Q1 		$961 Buy
22
+6
+38% +$273 ﹤0.01% 886
2023
Q4 		$798 Hold
16
– – ﹤0.01% 858
2023
Q3 		$675 Hold
16
– – ﹤0.01% 859
2023
Q2 		$757 Hold
16
– – ﹤0.01% 801
2023
Q1 		$694 Hold
16
– – ﹤0.01% 802
2022
Q4 		$721 Sell
16
-23
-59% -$970 ﹤0.01% 773
2022
Q3 		$2K Hold
39
– – ﹤0.01% 699
2022
Q2 		$2K Buy
39
+23
+144% +$1.29K ﹤0.01% 649
2022
Q1 		$1K Buy
+16
New +$874 ﹤0.01% 756
2021
Q4 		– Sell
-16
Closed -$1K – 672
2021
Q3 		$1K Buy
+16
New +$917 ﹤0.01% 740
2016
Q4 		– Sell
-80
Closed -$6K – 475
2016
Q3 		$6K Sell
80
-32
-29% -$2.32K ﹤0.01% 367
2016
Q2 		$8K Buy
+112
New +$7.38K ﹤0.01% 371

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T 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