Rafferty Asset Management’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$3.82M Sell
46,730
-14,003
-23% -$1.15M 0.02% 474
2025
Q4
$4.7M Sell
60,733
-390
-0.6% -$29.4K 0.02% 443
2025
Q3
$4.28M Buy
61,123
+3,929
+7% +$264K 0.01% 462
2025
Q2
$3.61M Buy
57,194
+9,532
+20% +$622K 0.01% 464
2025
Q1
$3.28M Sell
47,662
-7,534
-14% -$481K 0.01% 459
2024
Q4
$3.25M Sell
55,196
-3,532
-6% -$222K 0.01% 506
2024
Q3
$3.77M Buy
58,728
+2,842
+5% +$166K 0.01% 478
2024
Q2
$2.86M Buy
55,886
+7,687
+16% +$360K 0.01% 543
2024
Q1
$2.1M Sell
48,199
-5,765
-11% -$262K 0.01% 667
2023
Q4
$2.69M Buy
53,964
+9,010
+20% +$404K 0.01% 588
2023
Q3
$1.89M Buy
44,954
+2,350
+6% +$106K 0.01% 624
2023
Q2
$2.01M Buy
42,604
+553
+1% +$25.1K 0.01% 640
2023
Q1
$1.82M Buy
42,051
+5,622
+15% +$271K 0.01% 639
2022
Q4
$1.64M Buy
36,429
+12,683
+53% +$535K 0.01% 630
2022
Q3
$954K Buy
23,746
+5,192
+28% +$255K 0.01% 697
2022
Q2
$954K Sell
18,554
-3,267
-15% -$183K 0.01% 663
2022
Q1
$1.35M Buy
21,821
+695
+3% +$38K 0.01% 719
2021
Q4
$1.08M Sell
21,126
-4,289
-17% -$224K 0.01% 834
2021
Q3
$1.4M Sell
25,415
-22,051
-46% -$1.26M 0.01% 732
2021
Q2
$2.71M Buy
47,466
+13,959
+42% +$779K 0.02% 544
2021
Q1
$1.79M Buy
33,507
+18,250
+120% +$936K 0.01% 653
2020
Q4
$748K Sell
15,257
-245
-2% -$11.3K 0.01% 591
2020
Q3
$650K Sell
15,502
-101,381
-87% -$4.05M 0.01% 648
2020
Q2
$4.28M Buy
116,883
+101,103
+641% +$3.34M 0.06% 193
2020
Q1
$423K Sell
15,780
-55,842
-78% -$2.77M 0.02% 368
2019
Q4
$4.13M Buy
71,622
+6,202
+9% +$389K 0.06% 157
2019
Q3
$4.78M Sell
65,420
-7,263
-10% -$515K 0.07% 156
2019
Q2
$4.97M Sell
72,683
-9,926
-12% -$633K 0.09% 166
2019
Q1
$5.27M Buy
82,609
+12,296
+17% +$768K 0.08% 128
2018
Q4
$4.12M Sell
70,313
-26,997
-28% -$1.59M 0.09% 102
2018
Q3
$5.29M Sell
97,310
-10,038
-9% -$581K 0.08% 116
2018
Q2
$6.11M Buy
107,348
+16,806
+19% +$880K 0.09% 109
2018
Q1
$4.49M Buy
90,542
+13,051
+17% +$684K 0.07% 147
2017
Q4
$4.65M Buy
77,491
+18,222
+31% +$1.15M 0.08% 132
2017
Q3
$3.86M Buy
59,269
+6,640
+13% +$448K 0.09% 126
2017
Q2
$3.66M Sell
52,629
-8,714
-14% -$580K 0.11% 121
2017
Q1
$3.99M Buy
61,343
+44,329
+261% +$2.76M 0.09% 114
2016
Q4
$1.06M Sell
17,014
-30,458
-64% -$1.93M 0.05% 170
2016
Q3
$3.35M Buy
47,472
+11,005
+30% +$799K 0.12% 60
2016
Q2
$2.66M Sell
36,467
-7,203
-16% -$474K 0.18% 101
2016
Q1
$2.75M Buy
43,670
+14,404
+49% +$810K 0.15% 97
2015
Q4
$1.66M Sell
29,266
-2,254
-7% -$123K 0.2% 134
2015
Q3
$1.77M Buy
31,520
+18,003
+133% +$1.18M 0.14% 144
2015
Q2
$958K Sell
13,517
-2,686
-17% -$210K 0.06% 230
2015
Q1
$1.35M Buy
16,203
+8,555
+112% +$737K 0.1% 178
2014
Q4
$626K Sell
7,648
-1,584
-17% -$125K 0.14% 157
2014
Q3
$653K Sell
9,232
-3,350
-27% -$245K 0.07% 106
2014
Q2
$921K Buy
12,582
+9,535
+313% +$708K 0.18% 94
2014
Q1
$211K Sell
3,047
-2,022
-40% -$141K 0.04% 241
2013
Q4
$332K Sell
5,069
-2,141
-30% -$149K 0.08% 154
2013
Q3
$506K Sell
7,210
-3,247
-31% -$241K 0.1% 72
2013
Q2
$829K Buy
+10,457
New +$898K 0.11% 91

Other funds holding VTR

Rafferty Asset Management's VTR Position: Q1 2026 in Review

Rafferty Asset Management reduced its Ventas (VTR) stake by 23% in Q1 2026, selling an estimated $1.15M and leaving 46,730 shares worth $3.82M. The position accounts for 0.02% of the portfolio, ranked #474.

Rafferty Asset Management first reported a position in VTR in Q2 2013 and has held it in 52 quarters since. The position peaked at $6.11M in Q2 2018. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Rafferty Asset Management held 46,730 shares of Ventas worth $3.82M as of Q1 2026.
  • Rafferty Asset Management sold 14,003 Ventas shares in Q1 2026, an estimated $1.15M.
  • Ventas made up 0.02% of Rafferty Asset Management's portfolio in Q1 2026, its #474 holding.
  • Rafferty Asset Management first reported a position in Ventas in Q2 2013 and has held it in 52 quarters since.
  • Rafferty Asset Management's Ventas position peaked at $6.11M in Q2 2018.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Rafferty Asset Management's 13F filing for Q1 2026, filed 15 May 2026.