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Mosley Wealth Management’s Ventas VTR Stock Holding History

Mosley Wealth Management’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
Q2 		$3.55K Sell
40
-2
-5% -$170 ﹤0.01% 457
2026
Q1 		$2.94K Buy
+42
New +$3.44K ﹤0.01% 367

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
DPIM
Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Mosley Wealth Management's VTR Position: Q2 2026 in Review

Mosley Wealth Management reduced its Ventas (VTR) stake by 4.8% in Q2 2026, selling an estimated $170 and leaving 40 shares worth $3.55K. The position accounts for ﹤0.01% of the portfolio, ranked #457.

Mosley Wealth Management first reported a position in VTR in Q1 2026 and has held it in 2 quarters since. 504 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Mosley Wealth Management held 40 shares of Ventas worth $3.55K as of Q2 2026.
  • Mosley Wealth Management sold 2 Ventas shares in Q2 2026, an estimated $170.
  • Ventas made up ﹤0.01% of Mosley Wealth Management's portfolio in Q2 2026, its #457 holding.
  • Mosley Wealth Management first reported a position in Ventas in Q1 2026 and has held it in 2 quarters since.
  • 504 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Mosley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.