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Pacific Capital Wealth Advisors’s Ventas VTR Stock Holding History

Pacific Capital Wealth 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
Q1 		– Sell
-765
Closed -$45.1K – 377
2024
Q4 		$45.1K Sell
765
-17
-2% -$1.07K 0.01% 160
2024
Q3 		$50.1K Buy
782
+17
+2% +$993 0.01% 155
2024
Q2 		$39.2K Hold
765
– – 0.01% 178
2024
Q1 		$33.3K Hold
765
– – 0.01% 164
2023
Q4 		$38.1K Buy
+765
New +$34.3K 0.01% 150
2020
Q4 		– Sell
-765
Closed -$32K – 196
2020
Q3 		$32K Buy
+765
New +$30.6K 0.02% 123

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Pacific Capital Wealth Advisors's VTR Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Ventas (VTR) in Q1 2025, closing a stake of 765 shares — an estimated $45.1K sold.

Pacific Capital Wealth Advisors first reported a position in VTR in Q3 2020 and held it in 6 quarters. The position peaked at $50.1K in Q3 2024. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

  • Pacific Capital Wealth Advisors reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
  • Pacific Capital Wealth Advisors sold 765 Ventas shares in Q1 2025, an estimated $45.1K.
  • Pacific Capital Wealth Advisors first reported a position in Ventas in Q3 2020 and held it in 6 quarters.
  • Pacific Capital Wealth Advisors's Ventas position peaked at $50.1K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.