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Stonebridge Financial Group (Pennsylvania)’s Ventas VTR Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
2025
Q2 		– Sell
-5
Closed -$344 – 927
2025
Q1 		$344 Buy
+5
New +$319 ﹤0.01% 888

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VTR Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Ventas (VTR) in Q2 2025, closing a stake of 5 shares — an estimated $344 sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VTR in Q1 2025 and held it in 1 quarter. The position peaked at $344 in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 5 Ventas shares in Q2 2025, an estimated $344.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Ventas in Q1 2025 and held it in 1 quarter.
  • Stonebridge Financial Group (Pennsylvania)'s Ventas position peaked at $344 in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.