TF
VTR icon

Tompkins Financial’s Ventas VTR Stock Holding History

Tompkins Financial’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
Q1 		$191K Buy
2,340
+340
+17% +$27.8K 0.02% 202
2025
Q4 		$155K Hold
2,000
– – 0.01% 218
2025
Q3 		$140K Hold
2,000
– – 0.01% 221
2025
Q2 		$126K Hold
2,000
– – 0.01% 222
2025
Q1 		$138K Hold
2,000
– – 0.01% 221
2024
Q4 		$118K Hold
2,000
– – 0.01% 236
2024
Q3 		$128K Hold
2,000
– – 0.01% 242
2024
Q2 		$103K Hold
2,000
– – 0.01% 267
2024
Q1 		$87.1K Buy
+2,000
New +$90.8K 0.01% 298
2023
Q3 		– Sell
-60
Closed -$2.84K – 619
2023
Q2 		$2.84K Hold
60
– – ﹤0.01% 551
2023
Q1 		$2.6K Hold
60
– – ﹤0.01% 575
2022
Q4 		$3K Buy
+60
New +$2.53K ﹤0.01% 566

Other funds holding VTR

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return