UCFA
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United Capital Financial Advisors’s Ventas VTR Stock Holding History

United Capital Financial Advisors’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 		$1.25M Buy
15,248
+3,054
+25% +$250K 0.01% 681
2025
Q4 		$944K Sell
12,194
-1,296
-10% -$97.8K 0.01% 755
2025
Q3 		$944K Sell
13,490
-43
-0.3% -$2.89K 0.01% 657
2025
Q2 		$855K Sell
13,533
-1,186
-8% -$77.4K 0.01% 640
2025
Q1 		$1.01M Buy
14,719
+324
+2% +$20.7K 0.01% 564
2024
Q4 		$848K Sell
14,395
-153
-1% -$9.61K 0.01% 595
2024
Q3 		$933K Buy
14,548
+24
+0.2% +$1.4K 0.01% 557
2024
Q2 		$745K Buy
14,524
+785
+6% +$36.8K 0.01% 603
2024
Q1 		$598K Sell
13,739
-1,294
-9% -$58.8K ﹤0.01% 692
2023
Q4 		$749K Buy
15,033
+3,498
+30% +$157K 0.01% 628
2023
Q3 		$486K Sell
11,535
-2,396
-17% -$108K ﹤0.01% 641
2023
Q2 		$659K Buy
13,931
+26
+0.2% +$1.18K ﹤0.01% 638
2023
Q1 		$603K Sell
13,905
-832
-6% -$40.1K ﹤0.01% 690
2022
Q4 		$664K Sell
14,737
-2,123
-13% -$89.5K ﹤0.01% 710
2022
Q3 		$677K Sell
16,860
-177
-1% -$8.7K ﹤0.01% 694
2022
Q2 		$876K Sell
17,037
-94
-0.5% -$5.26K ﹤0.01% 659
2022
Q1 		$1.06M Buy
17,131
+2,228
+15% +$122K 0.01% 657
2021
Q4 		$762K Sell
14,903
-805
-5% -$42.1K ﹤0.01% 749
2021
Q3 		$867K Sell
15,708
-125
-0.8% -$7.16K ﹤0.01% 713
2021
Q2 		$904K Buy
+15,833
New +$884K ﹤0.01% 722
2020
Q2 		– Sell
-8,176
Closed -$219K – 1267
2020
Q1 		$219K Sell
8,176
-20,257
-71% -$1.01M ﹤0.01% 1048
2019
Q4 		$1.64M Buy
28,433
+5,128
+22% +$322K 0.01% 643
2019
Q3 		$1.7M Sell
23,305
-4,484
-16% -$318K 0.01% 618
2019
Q2 		$1.9M Buy
27,789
+1,067
+4% +$68K 0.01% 636
2019
Q1 		$1.71M Sell
26,722
-1,565
-6% -$97.8K 0.01% 637
2018
Q4 		$1.68M Sell
28,287
-471
-2% -$27.8K 0.01% 598
2018
Q3 		$1.56M Buy
28,758
+2,741
+11% +$159K 0.01% 661
2018
Q2 		$1.48M Buy
26,017
+6,470
+33% +$339K 0.01% 660
2018
Q1 		$968K Sell
19,547
-6,260
-24% -$328K 0.01% 781
2017
Q4 		$1.56M Sell
25,807
-13,926
-35% -$880K 0.01% 662
2017
Q3 		$2.59M Sell
39,733
-2,809
-7% -$189K 0.02% 518
2017
Q2 		$2.96M Sell
42,542
-2,138
-5% -$142K 0.03% 485
2017
Q1 		$2.91M Buy
44,680
+4,252
+11% +$265K 0.03% 476
2016
Q4 		$2.53M Buy
40,428
+2,563
+7% +$162K 0.02% 512
2016
Q3 		$2.67M Buy
37,865
+12,261
+48% +$890K 0.03% 511
2016
Q2 		$1.87M Buy
25,604
+60
+0.2% +$3.95K 0.02% 569
2016
Q1 		$1.61M Sell
25,544
-2,090
-8% -$118K 0.02% 583
2015
Q4 		$1.56M Sell
27,634
-4,867
-15% -$265K 0.02% 591
2015
Q3 		$1.82M Sell
32,501
-2,066
-6% -$136K 0.02% 545
2015
Q2 		$2.45M Sell
34,567
-969
-3% -$75.7K 0.03% 533
2015
Q1 		$2.8M Buy
35,536
+9,538
+37% +$821K 0.03% 483
2014
Q4 		$2.13M Buy
25,998
+1,703
+7% +$134K 0.03% 455
2014
Q3 		$1.72M Buy
24,295
+452
+2% +$33K 0.03% 481
2014
Q2 		$1.75M Buy
+23,843
New +$1.77M 0.03% 441

Other funds holding VTR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
JP Morgan Chase
JP Morgan Chase New York $1.56T 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

United Capital Financial Advisors's VTR Position: Q1 2026 in Review

United Capital Financial Advisors increased its Ventas (VTR) stake by 25% in Q1 2026, buying an estimated $250K and bringing the position to 15,248 shares worth $1.25M. The position accounts for 0.01% of the portfolio, ranked #681.

United Capital Financial Advisors first reported a position in VTR in Q2 2014 and has held it in 44 quarters since. The position peaked at $2.96M in Q2 2017. 923 funds tracked by Wall St. Rank hold VTR as of Q1 2026.

  • United Capital Financial Advisors held 15,248 shares of Ventas worth $1.25M as of Q1 2026.
  • United Capital Financial Advisors bought 3,054 Ventas shares in Q1 2026, an estimated $250K.
  • Ventas made up 0.01% of United Capital Financial Advisors's portfolio in Q1 2026, its #681 holding.
  • United Capital Financial Advisors first reported a position in Ventas in Q2 2014 and has held it in 44 quarters since.
  • United Capital Financial Advisors's Ventas position peaked at $2.96M in Q2 2017.
  • 923 funds tracked by Wall St. Rank held Ventas as of Q1 2026.

Based on United Capital Financial Advisors's 13F filing for Q1 2026, filed 15 May 2026.