Steward Partners Investment Advisory’s Ventas VTR Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $382K | Buy |
4,667
+359
| +8% | +$29.4K | ﹤0.01% | 1662 |
|
|
2025
Q4 | $333K | Buy |
4,308
+18
| +0.4% | +$1.36K | ﹤0.01% | 1652 |
|
|
2025
Q3 | $300K | Buy |
4,290
+171
| +4% | +$11.5K | ﹤0.01% | 1652 |
|
|
2025
Q2 | $260K | Buy |
4,119
+1,250
| +44% | +$81.6K | ﹤0.01% | 1629 |
|
|
2025
Q1 | $197K | Buy |
2,869
+219
| +8% | +$14K | ﹤0.01% | 1652 |
|
|
2024
Q4 | $156K | Buy |
2,650
+44
| +2% | +$2.77K | ﹤0.01% | 1753 |
|
|
2024
Q3 | $167K | Buy |
2,606
+905
| +53% | +$52.8K | ﹤0.01% | 1620 |
|
|
2024
Q2 | $87.2K | Buy |
1,701
+440
| +35% | +$20.6K | ﹤0.01% | 1851 |
|
|
2024
Q1 | $54.9K | Buy |
1,261
+706
| +127% | +$32.1K | ﹤0.01% | 2066 |
|
|
2023
Q4 | $27.7K | Sell |
555
-215
| -28% | -$9.63K | ﹤0.01% | 2243 |
|
|
2023
Q3 | $32.5K | Buy |
770
+4
| +0.5% | +$180 | ﹤0.01% | 2101 |
|
|
2023
Q2 | $36.2K | Buy |
766
+4
| +0.5% | +$181 | ﹤0.01% | 2018 |
|
|
2023
Q1 | $33K | Sell |
762
-277
| -27% | -$13.4K | ﹤0.01% | 2042 |
|
|
2022
Q4 | $46.8K | Sell |
1,039
-197
| -16% | -$8.31K | ﹤0.01% | 1862 |
|
|
2022
Q3 | $50K | Buy |
1,236
+142
| +13% | +$6.98K | ﹤0.01% | 1791 |
|
|
2022
Q2 | $56K | Buy |
1,094
+3
| +0.3% | +$168 | ﹤0.01% | 1752 |
|
|
2022
Q1 | $67K | Buy |
1,091
+106
| +11% | +$5.79K | ﹤0.01% | 1772 |
|
|
2021
Q4 | $50K | Buy |
985
+44
| +5% | +$2.3K | ﹤0.01% | 1916 |
|
|
2021
Q3 | $52K | Buy |
941
+4
| +0.4% | +$229 | ﹤0.01% | 1880 |
|
|
2021
Q2 | $54K | Sell |
937
-1,068
| -53% | -$59.6K | ﹤0.01% | 3184 |
|
|
2021
Q1 | $107K | Sell |
2,005
-716
| -26% | -$36.7K | ﹤0.01% | 1586 |
|
|
2020
Q4 | $133K | Sell |
2,721
-326
| -11% | -$15.1K | ﹤0.01% | 1247 |
|
|
2020
Q3 | $128K | Sell |
3,047
-230
| -7% | -$9.2K | ﹤0.01% | 1123 |
|
|
2020
Q2 | $120K | Sell |
3,277
-1,616
| -33% | -$53.4K | ﹤0.01% | 1075 |
|
|
2020
Q1 | $131K | Buy |
4,893
+602
| +14% | +$29.9K | ﹤0.01% | 911 |
|
|
2019
Q4 | $247K | Buy |
4,291
+245
| +6% | +$15.4K | 0.01% | 822 |
|
|
2019
Q3 | $295K | Buy |
4,046
+361
| +10% | +$25.6K | 0.01% | 730 |
|
|
2019
Q2 | $251K | Buy |
+3,685
| New | +$235K | 0.01% | 746 |
|
|
2018
Q4 | – | Sell |
-3,597
| Closed | -$196K | – | 2133 |
|
|
2018
Q3 | $196K | Buy |
3,597
+596
| +20% | +$34.5K | 0.01% | 726 |
|
|
2018
Q2 | $171K | Buy |
3,001
+2,341
| +355% | +$123K | 0.01% | 692 |
|
|
2018
Q1 | $32K | Buy |
+660
| New | +$34.6K | ﹤0.01% | 1172 |
|
Other funds holding VTR
VPM
VCM
AAMU
Steward Partners Investment Advisory's VTR Position: Q1 2026 in Review
Steward Partners Investment Advisory increased its Ventas (VTR) stake by 8.3% in Q1 2026, buying an estimated $29.4K and bringing the position to 4,667 shares worth $382K. The position accounts for ﹤0.01% of the portfolio, ranked #1662.
Steward Partners Investment Advisory first reported a position in VTR in Q1 2018 and has held it in 31 quarters since. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.
- Steward Partners Investment Advisory held 4,667 shares of Ventas worth $382K as of Q1 2026.
- Steward Partners Investment Advisory bought 359 Ventas shares in Q1 2026, an estimated $29.4K.
- Ventas made up ﹤0.01% of Steward Partners Investment Advisory's portfolio in Q1 2026, its #1662 holding.
- Steward Partners Investment Advisory first reported a position in Ventas in Q1 2018 and has held it in 31 quarters since.
- 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.
Based on Steward Partners Investment Advisory's 13F filing for Q1 2026, filed 8 May 2026.