MWA
VTR icon

Medallion Wealth Advisors’s Ventas VTR Stock Holding History

Medallion Wealth 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
Q2 		– Sell
-1,550
Closed -$107K – 1131
2025
Q1 		$107K Hold
1,550
– – 0.05% 298
2024
Q4 		$91.3K Buy
+1,550
New +$97.4K 0.05% 317

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Medallion Wealth Advisors's VTR Position: Q2 2025 in Review

Medallion Wealth Advisors sold out of Ventas (VTR) in Q2 2025, closing a stake of 1,550 shares — an estimated $107K sold.

Medallion Wealth Advisors first reported a position in VTR in Q4 2024 and held it in 2 quarters. The position peaked at $107K in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Medallion Wealth Advisors reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • Medallion Wealth Advisors sold 1,550 Ventas shares in Q2 2025, an estimated $107K.
  • Medallion Wealth Advisors first reported a position in Ventas in Q4 2024 and held it in 2 quarters.
  • Medallion Wealth Advisors's Ventas position peaked at $107K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Medallion Wealth Advisors's 13F filing for Q2 2025, filed 24 Apr 2026.