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Sage Mountain Advisors’s Ventas VTR Stock Holding History

Sage Mountain 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
Q1 		– Sell
-5,672
Closed -$439K – 555
2025
Q4 		$439K Buy
5,672
+440
+8% +$33.2K 0.02% 298
2025
Q3 		$366K Buy
5,232
+697
+15% +$46.8K 0.02% 334
2025
Q2 		$286K Sell
4,535
-340
-7% -$22.2K 0.02% 338
2025
Q1 		$335K Buy
4,875
+201
+4% +$12.8K 0.02% 278
2024
Q4 		$275K Sell
4,674
-171
-4% -$10.7K 0.02% 313
2024
Q3 		$311K Buy
+4,845
New +$283K 0.03% 280

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Sage Mountain Advisors's VTR Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Ventas (VTR) in Q1 2026, closing a stake of 5,672 shares — an estimated $439K sold.

Sage Mountain Advisors first reported a position in VTR in Q3 2024 and held it in 6 quarters. The position peaked at $439K in Q4 2025. 932 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 5,672 Ventas shares in Q1 2026, an estimated $439K.
  • Sage Mountain Advisors first reported a position in Ventas in Q3 2024 and held it in 6 quarters.
  • Sage Mountain Advisors's Ventas position peaked at $439K in Q4 2025.
  • 932 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.