Moser Wealth Advisors’s Ventas VTR Stock Holding History

Moser 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	$82.4K	Hold	1,305	–	–	0.04%	95
2025 Q1	$89.7K	Hold	1,305	–	–	0.05%	93
2024 Q4	$76.9K	Hold	1,305	–	–	0.04%	88
2024 Q3	$83.7K	Hold	1,305	–	–	0.04%	87
2024 Q2	$66.9K	Hold	1,305	–	–	0.04%	92
2024 Q1	$56.8K	Hold	1,305	–	–	0.03%	95
2023 Q4	$65K	Hold	1,305	–	–	0.04%	90
2023 Q3	$55K	Hold	1,305	–	–	0.04%	85
2023 Q2	$61.7K	Buy	+1,305	New	+$59.1K	0.04%	84
2022 Q4	$58.8K	Hold	1,305	–	–	0.04%	83
2022 Q3	$52K	Hold	1,305	–	–	0.04%	87
2022 Q2	$67K	Hold	1,305	–	–	0.05%	84
2022 Q1	$81K	Hold	1,305	–	–	0.05%	83
2021 Q4	$67K	Hold	1,305	–	–	0.04%	89
2021 Q3	$72K	Hold	1,305	–	–	0.05%	86
2021 Q2	$75K	Hold	1,305	–	–	0.05%	87
2021 Q1	$70K	Hold	1,305	–	–	0.05%	86
2020 Q4	$64K	Hold	1,305	–	–	0.05%	82
2020 Q3	$55K	Hold	1,305	–	–	0.04%	77
2020 Q2	$48K	Hold	1,305	–	–	0.05%	78
2020 Q1	$35K	Hold	1,305	–	–	0.04%	80
2019 Q4	$75K	Buy	+1,305	New	+$81.9K	0.07%	76

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

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

Moser Wealth Advisors held its Ventas (VTR) position steady in Q2 2025 at 1,305 shares worth $82.4K. The position accounts for 0.04% of the portfolio, ranked #95.

Moser Wealth Advisors first reported a position in VTR in Q4 2019 and has held it in 22 quarters since. The position peaked at $89.7K in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

Moser Wealth Advisors held 1,305 shares of Ventas worth $82.4K as of Q2 2025.
Moser Wealth Advisors left its Ventas share count unchanged in Q2 2025.
Ventas made up 0.04% of Moser Wealth Advisors's portfolio in Q2 2025, its #95 holding.
Moser Wealth Advisors first reported a position in Ventas in Q4 2019 and has held it in 22 quarters since.
Moser Wealth Advisors's Ventas position peaked at $89.7K in Q1 2025.
797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Moser Wealth Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.