Net Worth Advisory Group’s Ventas VTR Stock Holding History

Net Worth Advisory Group’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	-6,535	Closed	-$413K	–	497
2025 Q2	$413K	Buy	6,535 +356	+6%	+$23.2K	0.09%	222
2025 Q1	$425K	Sell	6,179 -2,657	-30%	-$170K	0.13%	182
2024 Q4	$520K	Buy	8,836 +2,871	+48%	+$180K	0.16%	165
2024 Q3	$383K	Buy	+5,965	New	+$348K	0.11%	204

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

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

Net Worth Advisory Group's VTR Position: Q3 2025 in Review

Net Worth Advisory Group sold out of Ventas (VTR) in Q3 2025, closing a stake of 6,535 shares — an estimated $413K sold.

Net Worth Advisory Group first reported a position in VTR in Q3 2024 and held it in 4 quarters. The position peaked at $520K in Q4 2024. 824 funds tracked by Wall St. Rank hold VTR as of Q3 2025.

Net Worth Advisory Group reported no remaining Ventas position as of Q3 2025 after selling out during the quarter.
Net Worth Advisory Group sold 6,535 Ventas shares in Q3 2025, an estimated $413K.
Net Worth Advisory Group first reported a position in Ventas in Q3 2024 and held it in 4 quarters.
Net Worth Advisory Group's Ventas position peaked at $520K in Q4 2024.
824 funds tracked by Wall St. Rank held Ventas as of Q3 2025.

Based on Net Worth Advisory Group's 13F filing for Q3 2025, filed 15 Oct 2025.