Physician Wealth Advisors’s Ventas VTR Stock Holding History

Physician 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
2026 Q2	$5.77K	Buy	65 +13	+25%	+$1.11K	﹤0.01%	1034
2026 Q1	$4.25K	Hold	52	–	–	﹤0.01%	1064
2025 Q4	$4.02K	Sell	52 -50	-49%	-$3.77K	﹤0.01%	1045
2025 Q3	$7.14K	Buy	102 +91	+827%	+$6.12K	﹤0.01%	836
2025 Q2	$695	Hold	11	–	–	﹤0.01%	1608
2025 Q1	$757	Hold	11	–	–	﹤0.01%	1253
2024 Q4	$648	Buy	+11	New	+$691	﹤0.01%	1068
2021 Q3	–	Sell	-3,395	Closed	-$204K	–	160
2021 Q2	$204K	Buy	+3,395	New	+$190K	0.06%	147
2020 Q1	–	Sell	-3,698	Closed	-$212K	–	129
2019 Q4	$212K	Buy	3,698 +73	+2%	+$4.58K	0.09%	110
2019 Q3	$209K	Buy	+3,625	New	+$257K	0.1%	101

Other funds holding VTR

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

DPIM

Duff & Phelps Investment Management Chicago, Illinois $10.6B AUM 18.62% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return

STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Physician Wealth Advisors's VTR Position: Q2 2026 in Review

Physician Wealth Advisors increased its Ventas (VTR) stake by 25% in Q2 2026, buying an estimated $1.11K and bringing the position to 65 shares worth $5.77K. The position accounts for ﹤0.01% of the portfolio, ranked #1034.

Physician Wealth Advisors first reported a position in VTR in Q3 2019 and has held it in 10 quarters since. The position peaked at $212K in Q4 2019. 367 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Physician Wealth Advisors held 65 shares of Ventas worth $5.77K as of Q2 2026.
Physician Wealth Advisors bought 13 Ventas shares in Q2 2026, an estimated $1.11K.
Ventas made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1034 holding.
Physician Wealth Advisors first reported a position in Ventas in Q3 2019 and has held it in 10 quarters since.
Physician Wealth Advisors's Ventas position peaked at $212K in Q4 2019.
367 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.