Riverpoint Wealth Management Holdings’s Ventas VTR Stock Holding History

Riverpoint Wealth Management Holdings’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	$427K	Hold	4,811	–	–	0.08%	44
2026 Q1	$393K	Hold	4,811	–	–	0.08%	48
2025 Q4	$372K	Sell	4,811 -285	-6%	-$21.5K	0.08%	51
2025 Q3	$357K	Hold	5,096	–	–	0.08%	51
2025 Q2	$322K	Hold	5,096	–	–	0.08%	49
2025 Q1	$350K	Hold	5,096	–	–	0.09%	49
2024 Q4	$300K	Hold	5,096	–	–	0.08%	47
2024 Q3	$327K	Hold	5,096	–	–	0.08%	47
2024 Q2	$261K	Hold	5,096	–	–	0.07%	47
2024 Q1	$222K	Hold	5,096	–	–	0.06%	51
2023 Q4	$254K	Hold	5,096	–	–	0.07%	46
2023 Q3	$215K	Hold	5,096	–	–	0.07%	48
2023 Q2	$241K	Hold	5,096	–	–	0.08%	46
2023 Q1	$221K	Hold	5,096	–	–	0.08%	47
2022 Q4	$230K	Hold	5,096	–	–	0.08%	44
2022 Q3	$205K	Hold	5,096	–	–	0.09%	44
2022 Q2	$262K	Hold	5,096	–	–	0.11%	39
2022 Q1	$315K	Hold	5,096	–	–	0.11%	39
2021 Q4	$261K	Hold	5,096	–	–	0.09%	42
2021 Q3	$281K	Sell	5,096 -2,544	-33%	-$146K	0.1%	53
2021 Q2	$436K	Sell	7,640 -2,544	-25%	-$142K	0.12%	62
2021 Q1	$543K	Sell	10,184 -5,088	-33%	-$261K	0.16%	51
2020 Q4	$749K	Hold	15,272	–	–	0.24%	42
2020 Q3	$641K	Buy	15,272 +7,830	+105%	+$313K	0.23%	42
2020 Q2	$273K	Buy	+7,442	New	+$246K	0.11%	64
2020 Q1	–	Sell	-3,736	Closed	-$216K	–	76
2019 Q4	$216K	Buy	+3,736	New	+$235K	0.09%	71

Other funds holding VTR

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 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

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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

LBP AM Paris, France $10B AUM 43.88% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Riverpoint Wealth Management Holdings's VTR Position: Q2 2026 in Review

Riverpoint Wealth Management Holdings held its Ventas (VTR) position steady in Q2 2026 at 4,811 shares worth $427K. The position accounts for 0.08% of the portfolio, ranked #44.

Riverpoint Wealth Management Holdings first reported a position in VTR in Q4 2019 and has held it in 26 quarters since. The position peaked at $749K in Q4 2020. 346 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Riverpoint Wealth Management Holdings held 4,811 shares of Ventas worth $427K as of Q2 2026.
Riverpoint Wealth Management Holdings left its Ventas share count unchanged in Q2 2026.
Ventas made up 0.08% of Riverpoint Wealth Management Holdings's portfolio in Q2 2026, its #44 holding.
Riverpoint Wealth Management Holdings first reported a position in Ventas in Q4 2019 and has held it in 26 quarters since.
Riverpoint Wealth Management Holdings's Ventas position peaked at $749K in Q4 2020.
346 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Riverpoint Wealth Management Holdings's 13F filing for Q2 2026, filed 27 Jul 2026.