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Washington Trust’s Ventas VTR Stock Holding History

Washington Trust’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
2025
Q2 		– Sell
-110
Closed -$7.58K – 718
2025
Q1 		$7.58K Buy
110
+8
+8% +$511 ﹤0.01% 614
2024
Q4 		$6.04K Hold
102
– – ﹤0.01% 721
2024
Q3 		$6.53K Sell
102
-2
-2% -$117 ﹤0.01% 709
2024
Q2 		$5.34K Buy
104
+41
+65% +$1.92K ﹤0.01% 728
2024
Q1 		$2.73K Buy
63
+1
+2% +$45 ﹤0.01% 796
2023
Q4 		$3.09K Buy
+62
New +$2.78K ﹤0.01% 768

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Washington Trust's VTR Position: Q2 2025 in Review

Washington Trust sold out of Ventas (VTR) in Q2 2025, closing a stake of 110 shares — an estimated $7.58K sold.

Washington Trust first reported a position in VTR in Q4 2023 and held it in 6 quarters. The position peaked at $7.58K in Q1 2025. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • Washington Trust reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • Washington Trust sold 110 Ventas shares in Q2 2025, an estimated $7.58K.
  • Washington Trust first reported a position in Ventas in Q4 2023 and held it in 6 quarters.
  • Washington Trust's Ventas position peaked at $7.58K in Q1 2025.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on Washington Trust's 13F filing for Q2 2025, filed 8 Aug 2025.