Sequoia Financial Advisors’s Ventas VTR Stock Holding History

Sequoia Financial 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 Q2	$1.17M	Buy	13,194 +300	+2%	+$25.6K	0.01%	871
2026 Q1	$1.05M	Buy	12,894 +148	+1%	+$12.1K	0.01%	868
2025 Q4	$986K	Buy	12,746 +4,495	+54%	+$339K	0.01%	894
2025 Q3	$577K	Buy	8,251 +2,372	+40%	+$159K	﹤0.01%	1062
2025 Q2	$371K	Buy	5,879 +640	+12%	+$41.8K	﹤0.01%	1153
2025 Q1	$360K	Buy	5,239 +73	+1%	+$4.66K	﹤0.01%	992
2024 Q4	$304K	Buy	5,166 +661	+15%	+$41.5K	﹤0.01%	1017
2024 Q3	$289K	Buy	4,505 +147	+3%	+$8.58K	﹤0.01%	985
2024 Q2	$223K	Buy	+4,358	New	+$204K	﹤0.01%	1042
2024 Q1	–	Sell	-5,487	Closed	-$273K	–	1293
2023 Q4	$273K	Buy	+5,487	New	+$246K	﹤0.01%	967

Other funds holding VTR

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Sequoia Financial Advisors's VTR Position: Q2 2026 in Review

Sequoia Financial Advisors increased its Ventas (VTR) stake by 2.3% in Q2 2026, buying an estimated $25.6K and bringing the position to 13,194 shares worth $1.17M. The position accounts for 0.01% of the portfolio, ranked #871.

Sequoia Financial Advisors first reported a position in VTR in Q4 2023 and has held it in 10 quarters since. 948 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Sequoia Financial Advisors held 13,194 shares of Ventas worth $1.17M as of Q2 2026.
Sequoia Financial Advisors bought 300 Ventas shares in Q2 2026, an estimated $25.6K.
Ventas made up 0.01% of Sequoia Financial Advisors's portfolio in Q2 2026, its #871 holding.
Sequoia Financial Advisors first reported a position in Ventas in Q4 2023 and has held it in 10 quarters since.
948 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Sequoia Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.