Stifel Financial’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 | $4.2M | Sell |
51,399
-18,700
| -27% | -$1.53M | ﹤0.01% | 1449 |
|
|
2025
Q4 | $5.42M | Sell |
70,099
-82,565
| -54% | -$6.23M | ﹤0.01% | 1281 |
|
|
2025
Q3 | $10.7M | Buy |
152,664
+15,842
| +12% | +$1.06M | 0.01% | 918 |
|
|
2025
Q2 | $8.64M | Buy |
136,822
+100,927
| +281% | +$6.59M | 0.01% | 966 |
|
|
2025
Q1 | $2.47M | Sell |
35,895
-702
| -2% | -$44.8K | ﹤0.01% | 1615 |
|
|
2024
Q4 | $2.16M | Buy |
36,597
+2,004
| +6% | +$126K | ﹤0.01% | 1719 |
|
|
2024
Q3 | $2.22M | Buy |
34,593
+1,985
| +6% | +$116K | ﹤0.01% | 1704 |
|
|
2024
Q2 | $1.67M | Sell |
32,608
-6,648
| -17% | -$311K | ﹤0.01% | 1850 |
|
|
2024
Q1 | $1.71M | Sell |
39,256
-1,988
| -5% | -$90.3K | ﹤0.01% | 1838 |
|
|
2023
Q4 | $2.06M | Sell |
41,244
-919
| -2% | -$41.2K | ﹤0.01% | 1646 |
|
|
2023
Q3 | $1.78M | Sell |
42,163
-3,069
| -7% | -$138K | ﹤0.01% | 1676 |
|
|
2023
Q2 | $2.14M | Buy |
45,232
+1,222
| +3% | +$55.4K | ﹤0.01% | 1574 |
|
|
2023
Q1 | $1.91M | Buy |
44,010
+1,804
| +4% | +$87K | ﹤0.01% | 1597 |
|
|
2022
Q4 | $1.9M | Sell |
42,206
-2,615
| -6% | -$110K | ﹤0.01% | 1556 |
|
|
2022
Q3 | $1.8M | Buy |
44,821
+997
| +2% | +$49K | ﹤0.01% | 1556 |
|
|
2022
Q2 | $2.25M | Sell |
43,824
-1,769
| -4% | -$99K | ﹤0.01% | 1422 |
|
|
2022
Q1 | $2.82M | Buy |
45,593
+7,360
| +19% | +$402K | ﹤0.01% | 1391 |
|
|
2021
Q4 | $1.95M | Buy |
38,233
+1,459
| +4% | +$76.2K | ﹤0.01% | 1633 |
|
|
2021
Q3 | $2.03M | Buy |
36,774
+1,569
| +4% | +$89.9K | ﹤0.01% | 1565 |
|
|
2021
Q2 | $2.01M | Buy |
35,205
+2,626
| +8% | +$147K | ﹤0.01% | 1609 |
|
|
2021
Q1 | $1.74M | Buy |
32,579
+1,416
| +5% | +$72.7K | ﹤0.01% | 1598 |
|
|
2020
Q4 | $1.53M | Sell |
31,163
-2,290
| -7% | -$106K | ﹤0.01% | 1550 |
|
|
2020
Q3 | $1.4M | Sell |
33,453
-6,981
| -17% | -$279K | ﹤0.01% | 1410 |
|
|
2020
Q2 | $1.48M | Sell |
40,434
-3,514
| -8% | -$116K | ﹤0.01% | 1318 |
|
|
2020
Q1 | $1.16M | Sell |
43,948
-121,329
| -73% | -$6.02M | ﹤0.01% | 1337 |
|
|
2019
Q4 | $9.51M | Sell |
165,277
-17,637
| -10% | -$1.11M | 0.02% | 618 |
|
|
2019
Q3 | $13.3M | Buy |
182,914
+20,750
| +13% | +$1.47M | 0.03% | 453 |
|
|
2019
Q2 | $11.1M | Sell |
162,164
-907,821
| -85% | -$57.9M | 0.03% | 534 |
|
|
2019
Q1 | $68.3M | Buy |
1,069,985
+18,563
| +2% | +$1.16M | 0.19% | 137 |
|
|
2018
Q4 | $61.7M | Buy |
1,051,422
+918,107
| +689% | +$54.1M | 0.2% | 130 |
|
|
2018
Q3 | $7.26M | Buy |
133,315
+9,996
| +8% | +$579K | 0.02% | 669 |
|
|
2018
Q2 | $7.03M | Buy |
123,319
+14,498
| +13% | +$759K | 0.02% | 654 |
|
|
2018
Q1 | $5.43M | Buy |
108,821
+17,016
| +19% | +$892K | 0.02% | 752 |
|
|
2017
Q4 | $5.54M | Buy |
91,805
+91
| +0.1% | +$5.75K | 0.02% | 723 |
|
|
2017
Q3 | $5.98M | Buy |
91,714
+1,062
| +1% | +$71.6K | 0.02% | 672 |
|
|
2017
Q2 | $6.3M | Buy |
90,652
+4,324
| +5% | +$288K | 0.02% | 642 |
|
|
2017
Q1 | $5.62M | Buy |
86,328
+13,417
| +18% | +$835K | 0.02% | 655 |
|
|
2016
Q4 | $4.57M | Sell |
72,911
-10,783
| -13% | -$682K | 0.02% | 692 |
|
|
2016
Q3 | $5.91M | Sell |
83,694
-22,492
| -21% | -$1.63M | 0.03% | 582 |
|
|
2016
Q2 | $7.74M | Sell |
106,186
-46,643
| -31% | -$3.07M | 0.04% | 441 |
|
|
2016
Q1 | $9.62M | Buy |
152,829
+7,044
| +5% | +$396K | 0.05% | 342 |
|
|
2015
Q4 | $8.23M | Buy |
145,785
+47,546
| +48% | +$2.59M | 0.04% | 401 |
|
|
2015
Q3 | $5.51M | Buy |
98,239
+62,014
| +171% | +$4.07M | 0.03% | 486 |
|
|
2015
Q2 | $2.55M | Buy |
36,225
+11,051
| +44% | +$863K | 0.01% | 869 |
|
|
2015
Q1 | $2.1M | Buy |
25,174
+546
| +2% | +$47K | 0.01% | 921 |
|
|
2014
Q4 | $2.02M | Buy |
24,628
+5,716
| +30% | +$451K | 0.01% | 914 |
|
|
2014
Q3 | $1.34M | Buy |
+18,912
| New | +$1.38M | 0.01% | 958 |
|
Other funds holding VTR
VPM
VCM
AAMU
Stifel Financial's VTR Position: Q1 2026 in Review
Stifel Financial reduced its Ventas (VTR) stake by 27% in Q1 2026, selling an estimated $1.53M and leaving 51,399 shares worth $4.2M. The position accounts for ﹤0.01% of the portfolio, ranked #1449.
Stifel Financial first reported a position in VTR in Q3 2014 and has held it in 47 quarters since. The position peaked at $68.3M in Q1 2019. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.
- Stifel Financial held 51,399 shares of Ventas worth $4.2M as of Q1 2026.
- Stifel Financial sold 18,700 Ventas shares in Q1 2026, an estimated $1.53M.
- Ventas made up ﹤0.01% of Stifel Financial's portfolio in Q1 2026, its #1449 holding.
- Stifel Financial first reported a position in Ventas in Q3 2014 and has held it in 47 quarters since.
- Stifel Financial's Ventas position peaked at $68.3M in Q1 2019.
- 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.
Based on Stifel Financial's 13F filing for Q1 2026, filed 12 May 2026.