SAG
VTR icon

SageView Advisory Group’s Ventas VTR Stock Holding History

SageView Advisory Group’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
-1,774
Closed -$137K – 2398
2025
Q4 		$137K Buy
+1,774
New +$134K ﹤0.01% 718
2024
Q2 		– Sell
-160,349
Closed -$14.9M – 796
2024
Q1 		$14.9M Buy
+160,349
New +$7.28M 0.75% 17

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 $3.37T AUM 44.26% 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

SageView Advisory Group's VTR Position: Q1 2026 in Review

SageView Advisory Group sold out of Ventas (VTR) in Q1 2026, closing a stake of 1,774 shares — an estimated $137K sold.

SageView Advisory Group first reported a position in VTR in Q1 2024 and held it in 2 quarters. The position peaked at $14.9M in Q1 2024. 933 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • SageView Advisory Group reported no remaining Ventas position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 1,774 Ventas shares in Q1 2026, an estimated $137K.
  • SageView Advisory Group first reported a position in Ventas in Q1 2024 and held it in 2 quarters.
  • SageView Advisory Group's Ventas position peaked at $14.9M in Q1 2024.
  • 933 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.