Mutual Advisors’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $944K | Buy |
10,633
+2,285
| +27% | +$195K | 0.02% | 680 |
|
|
2026
Q1 | $683K | Buy |
8,348
+99
| +1% | +$8.1K | 0.01% | 741 |
|
|
2025
Q4 | $638K | Sell |
8,249
-77
| -0.9% | -$5.81K | 0.01% | 759 |
|
|
2025
Q3 | $582K | Buy |
8,326
+664
| +9% | +$44.6K | 0.01% | 789 |
|
|
2025
Q2 | $509K | Sell |
7,662
-3,101
| -29% | -$202K | 0.01% | 771 |
|
|
2025
Q1 | $734K | Buy |
10,763
+2,960
| +38% | +$189K | 0.02% | 563 |
|
|
2024
Q4 | $455K | Sell |
7,803
-37
| -0.5% | -$2.33K | 0.01% | 730 |
|
|
2024
Q3 | $517K | Sell |
7,840
-10
| -0.1% | -$584 | 0.02% | 688 |
|
|
2024
Q2 | $425K | Sell |
7,850
-551
| -7% | -$25.8K | 0.01% | 765 |
|
|
2024
Q1 | $366K | Buy |
8,401
+382
| +5% | +$17.4K | 0.01% | 800 |
|
|
2023
Q4 | $400K | Sell |
8,019
-102
| -1% | -$4.57K | 0.01% | 718 |
|
|
2023
Q3 | $342K | Sell |
8,121
-241
| -3% | -$10.9K | 0.01% | 737 |
|
|
2023
Q2 | $395K | Sell |
8,362
-283
| -3% | -$12.8K | 0.02% | 715 |
|
|
2023
Q1 | $375K | Buy |
8,645
+31
| +0.4% | +$1.49K | 0.02% | 706 |
|
|
2022
Q4 | $388K | Sell |
8,614
-117
| -1% | -$4.93K | 0.02% | 659 |
|
|
2022
Q3 | $351K | Buy |
8,731
+1,865
| +27% | +$91.6K | 0.02% | 666 |
|
|
2022
Q2 | $353K | Buy |
6,866
+264
| +4% | +$14.8K | 0.02% | 629 |
|
|
2022
Q1 | $408K | Buy |
6,602
+27
| +0.4% | +$1.48K | 0.02% | 630 |
|
|
2021
Q4 | $336K | Sell |
6,575
-92
| -1% | -$4.81K | 0.02% | 700 |
|
|
2021
Q3 | $368K | Sell |
6,667
-190
| -3% | -$10.9K | 0.02% | 650 |
|
|
2021
Q2 | $392K | Sell |
6,857
-2,288
| -25% | -$128K | 0.02% | 600 |
|
|
2021
Q1 | $488K | Buy |
9,145
+667
| +8% | +$34.2K | 0.03% | 489 |
|
|
2020
Q4 | $416K | Buy |
8,478
+114
| +1% | +$5.27K | 0.03% | 511 |
|
|
2020
Q3 | $351K | Sell |
8,364
-2,539
| -23% | -$102K | 0.03% | 503 |
|
|
2020
Q2 | $399K | Buy |
+10,903
| New | +$360K | 0.04% | 440 |
|
|
2020
Q1 | – | Sell |
-4,436
| Closed | -$256K | – | 646 |
|
|
2019
Q4 | $256K | Sell |
4,436
-97
| -2% | -$6.09K | 0.03% | 502 |
|
|
2019
Q3 | $331K | Buy |
4,533
+704
| +18% | +$50K | 0.04% | 397 |
|
|
2019
Q2 | $262K | Buy |
+3,829
| New | +$244K | 0.03% | 471 |
|
Other funds holding VTR
AAMU
Mutual Advisors's VTR Position: Q2 2026 in Review
Mutual Advisors increased its Ventas (VTR) stake by 27% in Q2 2026, buying an estimated $195K and bringing the position to 10,633 shares worth $944K. The position accounts for 0.02% of the portfolio, ranked #680.
Mutual Advisors first reported a position in VTR in Q2 2019 and has held it in 28 quarters since. 953 funds tracked by Wall St. Rank hold VTR as of Q2 2026.
- Mutual Advisors held 10,633 shares of Ventas worth $944K as of Q2 2026.
- Mutual Advisors bought 2,285 Ventas shares in Q2 2026, an estimated $195K.
- Ventas made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #680 holding.
- Mutual Advisors first reported a position in Ventas in Q2 2019 and has held it in 28 quarters since.
- 953 funds tracked by Wall St. Rank held Ventas as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.