Team Financial Group’s Ventas VTR Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
Sell
-73
Closed -$5.99K 248
2026
Q1
$5.99K Hold
73
﹤0.01% 214
2025
Q4
$5.64K Buy
73
+1
+1% +$75 ﹤0.01% 208
2025
Q3
$5.06K Hold
72
﹤0.01% 211
2025
Q2
$4.54K Buy
+72
New +$4.7K ﹤0.01% 206
2024
Q1
Sell
-68
Closed -$3.41K 207
2023
Q4
$3.41K Hold
68
﹤0.01% 159
2023
Q3
$2.88K Buy
+68
New +$3.06K ﹤0.01% 164

Other funds holding VTR

Team Financial Group's VTR Position: Q2 2026 in Review

Team Financial Group sold out of Ventas (VTR) in Q2 2026, closing a stake of 73 shares — an estimated $5.99K sold.

Team Financial Group first reported a position in VTR in Q3 2023 and held it in 6 quarters. The position peaked at $5.99K in Q1 2026. 216 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Team Financial Group reported no remaining Ventas position as of Q2 2026 after selling out during the quarter.
  • Team Financial Group sold 73 Ventas shares in Q2 2026, an estimated $5.99K.
  • Team Financial Group first reported a position in Ventas in Q3 2023 and held it in 6 quarters.
  • Team Financial Group's Ventas position peaked at $5.99K in Q1 2026.
  • 216 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Team Financial Group's 13F filing for Q2 2026, filed 13 Jul 2026.