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Robertson Stephens Wealth Management’s Ventas VTR Stock Holding History

Robertson Stephens Wealth Management’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 		$728K Sell
8,150
-12
-0.1% -$1.02K 0.02% 380
2026
Q1 		$672K Sell
8,162
-279
-3% -$22.8K 0.02% 368
2025
Q4 		$657K Buy
8,441
+41
+0.5% +$3.09K 0.02% 379
2025
Q3 		$592K Sell
8,400
-181
-2% -$12.2K 0.02% 334
2025
Q2 		$546K Sell
8,581
-13
-0.2% -$849 0.02% 353
2025
Q1 		$595K Buy
8,594
+1
+0% +$64 0.02% 343
2024
Q4 		$510K Buy
8,593
+9
+0.1% +$566 0.02% 357
2024
Q3 		$550K Sell
8,584
-142
-2% -$8.29K 0.02% 392
2024
Q2 		$447K Buy
8,726
+190
+2% +$8.9K 0.02% 349
2024
Q1 		$375K Hold
8,536
– – 0.02% 392
2023
Q4 		$429K Buy
8,536
+130
+2% +$5.82K 0.03% 337
2023
Q3 		$358K Sell
8,406
-139
-2% -$6.26K 0.02% 357
2023
Q2 		$408K Hold
8,545
– – 0.03% 309
2023
Q1 		$374K Hold
8,545
– – 0.03% 334
2022
Q4 		$389K Sell
8,545
-28
-0.3% -$1.18K 0.04% 293
2022
Q3 		$348K Buy
8,573
+7
+0.1% +$344 0.04% 260
2022
Q2 		$444K Sell
8,566
-97
-1% -$5.43K 0.04% 248
2022
Q1 		$538K Sell
8,663
-175
-2% -$9.56K 0.05% 244
2021
Q4 		$455K Buy
+8,838
New +$462K 0.04% 270

Other funds holding VTR

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Daiwa Securities Group
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
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Retirement Systems of Alabama
Retirement Systems of Alabama Montgomery, Alabama $33.2B AUM 38.15% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return

Robertson Stephens Wealth Management's VTR Position: Q2 2026 in Review

Robertson Stephens Wealth Management reduced its Ventas (VTR) stake by 0.15% in Q2 2026, selling an estimated $1.02K and leaving 8,150 shares worth $728K. The position accounts for 0.02% of the portfolio, ranked #380.

Robertson Stephens Wealth Management first reported a position in VTR in Q4 2021 and has held it in 19 quarters since. 367 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Robertson Stephens Wealth Management held 8,150 shares of Ventas worth $728K as of Q2 2026.
  • Robertson Stephens Wealth Management sold 12 Ventas shares in Q2 2026, an estimated $1.02K.
  • Ventas made up 0.02% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #380 holding.
  • Robertson Stephens Wealth Management first reported a position in Ventas in Q4 2021 and has held it in 19 quarters since.
  • 367 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.