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Mount Yale Investment Advisors’s Ventas VTR Stock Holding History

Mount Yale Investment 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
Q3 		– Sell
-553
Closed -$34.9K – 1586
2025
Q2 		$34.9K Buy
+553
New +$36.1K ﹤0.01% 917
2018
Q2 		– Sell
-60
Closed -$3K – 1010
2018
Q1 		$3K Buy
+60
New +$3.15K ﹤0.01% 909

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mount Yale Investment Advisors's VTR Position: Q3 2025 in Review

Mount Yale Investment Advisors sold out of Ventas (VTR) in Q3 2025, closing a stake of 553 shares — an estimated $34.9K sold.

Mount Yale Investment Advisors first reported a position in VTR in Q1 2018 and held it in 2 quarters. The position peaked at $34.9K in Q2 2025. 824 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

  • Mount Yale Investment Advisors reported no remaining Ventas position as of Q3 2025 after selling out during the quarter.
  • Mount Yale Investment Advisors sold 553 Ventas shares in Q3 2025, an estimated $34.9K.
  • Mount Yale Investment Advisors first reported a position in Ventas in Q1 2018 and held it in 2 quarters.
  • Mount Yale Investment Advisors's Ventas position peaked at $34.9K in Q2 2025.
  • 824 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on Mount Yale Investment Advisors's 13F filing for Q3 2025, filed 14 Nov 2025.