VisionPoint Advisory Group
VTR icon

VisionPoint Advisory Group’s Ventas VTR Stock Holding History

VisionPoint Advisory Group’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
Q3 		– Sell
-5,938
Closed -$527K – 507
2026
Q2 		$527K Buy
+5,938
New +$506K 0.09% 250

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Duff & Phelps Investment Management
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Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $53.6B AUM 32.29% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Amundi
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Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

VisionPoint Advisory Group's VTR Position: Q3 2026 in Review

VisionPoint Advisory Group sold out of Ventas (VTR) in Q3 2026, closing a stake of 5,938 shares — an estimated $527K sold.

VisionPoint Advisory Group first reported a position in VTR in Q2 2026 and held it in 1 quarter. The position peaked at $527K in Q2 2026. 481 funds tracked by Wall St. Rank hold VTR as of Q3 2026.

  • VisionPoint Advisory Group reported no remaining Ventas position as of Q3 2026 after selling out during the quarter.
  • VisionPoint Advisory Group sold 5,938 Ventas shares in Q3 2026, an estimated $527K.
  • VisionPoint Advisory Group first reported a position in Ventas in Q2 2026 and held it in 1 quarter.
  • VisionPoint Advisory Group's Ventas position peaked at $527K in Q2 2026.
  • 481 funds tracked by Wall St. Rank held Ventas as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.