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OneDigital Investment Advisors’s Ventas VTR Stock Holding History

OneDigital 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
2026
Q2 		$446K Sell
5,018
-7
-0.1% -$597 ﹤0.01% 1088
2026
Q1 		$411K Buy
5,025
+59
+1% +$4.83K ﹤0.01% 1020
2025
Q4 		$384K Sell
4,966
-14
-0.3% -$1.06K ﹤0.01% 1077
2025
Q3 		$349K Sell
4,980
-262
-5% -$17.6K ﹤0.01% 1097
2025
Q2 		$331K Buy
5,242
+126
+2% +$8.23K ﹤0.01% 1102
2025
Q1 		$352K Buy
5,116
+52
+1% +$3.32K ﹤0.01% 1007
2024
Q4 		$298K Sell
5,064
-6
-0.1% -$377 ﹤0.01% 1133
2024
Q3 		$325K Buy
5,070
+298
+6% +$17.4K ﹤0.01% 1119
2024
Q2 		$245K Buy
+4,772
New +$223K ﹤0.01% 1199
2024
Q1 		– Sell
-4,560
Closed -$227K – 1163
2023
Q4 		$227K Buy
+4,560
New +$204K ﹤0.01% 1013
2023
Q3 		– Sell
-4,395
Closed -$208K – 1038
2023
Q2 		$208K Buy
+4,395
New +$199K ﹤0.01% 955
2022
Q3 		– Sell
-4,149
Closed -$213K – 804
2022
Q2 		$213K Buy
4,149
+293
+8% +$16.4K 0.01% 646
2022
Q1 		$238K Buy
+3,856
New +$211K 0.01% 657
2021
Q3 		– Sell
-3,504
Closed -$200K – 814
2021
Q2 		$200K Buy
+3,504
New +$196K 0.01% 687
2020
Q1 		– Sell
-3,917
Closed -$226K – 635
2019
Q4 		$226K Buy
3,917
+230
+6% +$14.4K 0.02% 485
2019
Q3 		$269K Sell
3,687
-885
-19% -$62.8K 0.02% 413
2019
Q2 		$312K Buy
4,572
+3,472
+316% +$221K 0.02% 336
2019
Q1 		$70K Hold
1,100
– – 0.01% 434
2018
Q4 		$64K Buy
+1,100
New +$64.9K 0.01% 416
2018
Q3 		– Sell
-1,092
Closed -$62K – 1266
2018
Q2 		$62K Hold
1,092
– – 0.01% 442
2018
Q1 		$55K Hold
1,092
– – 0.01% 495
2017
Q4 		$66K Buy
1,092
+92
+9% +$5.82K 0.01% 436
2017
Q3 		$65K Sell
1,000
-92
-8% -$6.2K 0.02% 319
2017
Q2 		$75K Buy
+1,092
New +$72.7K 0.02% 378

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

OneDigital Investment Advisors's VTR Position: Q2 2026 in Review

OneDigital Investment Advisors reduced its Ventas (VTR) stake by 0.14% in Q2 2026, selling an estimated $597 and leaving 5,018 shares worth $446K. The position accounts for ﹤0.01% of the portfolio, ranked #1088.

OneDigital Investment Advisors first reported a position in VTR in Q2 2017 and has held it in 24 quarters since. 551 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • OneDigital Investment Advisors held 5,018 shares of Ventas worth $446K as of Q2 2026.
  • OneDigital Investment Advisors sold 7 Ventas shares in Q2 2026, an estimated $597.
  • Ventas made up ﹤0.01% of OneDigital Investment Advisors's portfolio in Q2 2026, its #1088 holding.
  • OneDigital Investment Advisors first reported a position in Ventas in Q2 2017 and has held it in 24 quarters since.
  • 551 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on OneDigital Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.