RTC
VTR icon

Riverview Trust Company’s Ventas VTR Stock Holding History

Riverview Trust Company’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
-15
Closed -$883 – 824
2024
Q4 		$883 Hold
15
– – ﹤0.01% 660
2024
Q3 		$962 Buy
+15
New +$876 ﹤0.01% 640
2022
Q4 		– Sell
-273
Closed -$11K – 870
2022
Q3 		$11K Sell
273
-129
-32% -$6.34K 0.01% 669
2022
Q2 		$21K Hold
402
– – 0.02% 386
2022
Q1 		$25K Buy
+402
New +$22K 0.02% 394
2019
Q2 		– Sell
-186
Closed -$12K – 409
2019
Q1 		$12K Buy
+186
New +$11.6K 0.01% 256

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

Riverview Trust Company's VTR Position: Q1 2025 in Review

Riverview Trust Company sold out of Ventas (VTR) in Q1 2025, closing a stake of 15 shares — an estimated $883 sold.

Riverview Trust Company first reported a position in VTR in Q1 2019 and held it in 6 quarters. The position peaked at $25K in Q1 2022. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

  • Riverview Trust Company reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
  • Riverview Trust Company sold 15 Ventas shares in Q1 2025, an estimated $883.
  • Riverview Trust Company first reported a position in Ventas in Q1 2019 and held it in 6 quarters.
  • Riverview Trust Company's Ventas position peaked at $25K in Q1 2022.
  • 805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Riverview Trust Company's 13F filing for Q1 2025, filed 11 Apr 2025.