TPCW
VTR icon

TD Private Client Wealth’s Ventas VTR Stock Holding History

TD Private Client Wealth’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 		$708K Sell
7,973
-368
-4% -$31.4K 0.01% 436
2026
Q1 		$682K Buy
8,341
+1,362
+20% +$111K 0.01% 428
2025
Q4 		$540K Sell
6,979
-165
-2% -$12.4K 0.01% 468
2025
Q3 		$500K Sell
7,144
-218
-3% -$14.6K 0.01% 482
2025
Q2 		$465K Buy
7,362
+6,628
+903% +$433K 0.01% 478
2025
Q1 		$50.5K Sell
734
-188
-20% -$12K ﹤0.01% 810
2024
Q4 		$54.3K Sell
922
-67
-7% -$4.21K ﹤0.01% 802
2024
Q3 		$63.4K Buy
989
+3
+0.3% +$175 ﹤0.01% 791
2024
Q2 		$50.5K Buy
986
+27
+3% +$1.26K ﹤0.01% 804
2024
Q1 		$41.8K Sell
959
-9,060
-90% -$412K ﹤0.01% 843
2023
Q4 		$499K Sell
10,019
-1,369
-12% -$61.3K 0.02% 437
2023
Q3 		$480K Sell
11,388
-10,967
-49% -$494K 0.02% 416
2023
Q2 		$1.06M Sell
22,355
-164
-0.7% -$7.43K 0.05% 323
2023
Q1 		$976K Sell
22,519
-419
-2% -$20.2K 0.04% 332
2022
Q4 		$1.03M Sell
22,938
-7,322
-24% -$309K 0.05% 320
2022
Q3 		$1.22M Buy
30,260
+1,045
+4% +$51.3K 0.06% 273
2022
Q2 		$1.5M Buy
29,215
+6,824
+30% +$382K 0.07% 250
2022
Q1 		$1.38M Buy
22,391
+21,459
+2,302% +$1.17M 0.06% 287
2021
Q4 		$47.6K Sell
932
-314
-25% -$16.4K ﹤0.01% 747
2021
Q3 		$68.8K Buy
1,246
+70
+6% +$4.01K ﹤0.01% 688
2021
Q2 		$67.2K Sell
1,176
-11
-0.9% -$614 ﹤0.01% 686
2021
Q1 		$63.3K Sell
1,187
-1,783
-60% -$91.5K ﹤0.01% 670
2020
Q4 		$146K Sell
2,970
-120
-4% -$5.55K 0.01% 520
2020
Q3 		$130K Sell
3,090
-466
-13% -$18.6K 0.01% 500
2020
Q2 		$130K Sell
3,556
-536
-13% -$17.7K 0.01% 492
2020
Q1 		$110K Sell
4,092
-62,157
-94% -$3.09M 0.01% 485
2019
Q4 		$3.83M Buy
+66,249
New +$4.16M 0.23% 111

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
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
Capital World Investors
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

TD Private Client Wealth's VTR Position: Q2 2026 in Review

TD Private Client Wealth reduced its Ventas (VTR) stake by 4.4% in Q2 2026, selling an estimated $31.4K and leaving 7,973 shares worth $708K. The position accounts for 0.01% of the portfolio, ranked #436.

TD Private Client Wealth first reported a position in VTR in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.83M in Q4 2019. 952 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • TD Private Client Wealth held 7,973 shares of Ventas worth $708K as of Q2 2026.
  • TD Private Client Wealth sold 368 Ventas shares in Q2 2026, an estimated $31.4K.
  • Ventas made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #436 holding.
  • TD Private Client Wealth first reported a position in Ventas in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Ventas position peaked at $3.83M in Q4 2019.
  • 952 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.