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Mutual Advisors’s Ventas VTR Stock Holding History

Mutual 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
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Mutual Advisors's VTR Position: Q1 2026 in Review

Mutual Advisors increased its Ventas (VTR) stake by 1.2% in Q1 2026, buying an estimated $8.1K and bringing the position to 8,348 shares worth $683K. The position accounts for 0.01% of the portfolio, ranked #741.

Mutual Advisors first reported a position in VTR in Q2 2019 and has held it in 27 quarters since. The position peaked at $734K in Q1 2025. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Mutual Advisors held 8,348 shares of Ventas worth $683K as of Q1 2026.
  • Mutual Advisors bought 99 Ventas shares in Q1 2026, an estimated $8.1K.
  • Ventas made up 0.01% of Mutual Advisors's portfolio in Q1 2026, its #741 holding.
  • Mutual Advisors first reported a position in Ventas in Q2 2019 and has held it in 27 quarters since.
  • Mutual Advisors's Ventas position peaked at $734K in Q1 2025.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Mutual Advisors's 13F filing for Q1 2026, filed 4 May 2026.