Wealth Enhancement Advisory Services
VTR icon

Wealth Enhancement Advisory Services’s Ventas VTR Stock Holding History

Wealth Enhancement Advisory Services’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
Q2 		$5.89M Sell
70,641
-81,102
-53% -$6.91M 0.01% 913
2026
Q1 		$12.1M Buy
151,743
+78,271
+107% +$6.41M 0.02% 529
2025
Q4 		$5.59M Buy
73,472
+29,085
+66% +$2.19M 0.01% 961
2025
Q3 		$3.06M Buy
44,387
+13,219
+42% +$888K ﹤0.01% 1203
2025
Q2 		$1.96M Sell
31,168
-3,605
-10% -$235K ﹤0.01% 1360
2025
Q1 		$2.39M Buy
34,773
+10,091
+41% +$644K ﹤0.01% 1157
2024
Q4 		$1.45M Buy
24,682
+2,263
+10% +$142K ﹤0.01% 1341
2024
Q3 		$1.44M Sell
22,419
-263
-1% -$15.4K ﹤0.01% 1215
2024
Q2 		$1.16M Buy
22,682
+2
+0% +$94 ﹤0.01% 1209
2024
Q1 		$987K Buy
22,680
+7,979
+54% +$362K ﹤0.01% 1244
2023
Q4 		$733K Sell
14,701
-4,333
-23% -$194K ﹤0.01% 1298
2023
Q3 		$802K Buy
+19,034
New +$857K ﹤0.01% 1190

Other funds holding VTR

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
SOADOR
State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return
AIM
Achmea Investment Management Zeist, Netherlands $4B AUM 31.99% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
SGK
Steigerwald Gordon & Koch Leesburg, Virginia $1.01B AUM 15.33% 1-Year Est. Return
VAM
Vert Asset Management Sausalito, California $365M AUM 18.19% 1-Year Est. Return
ONB
Old National Bancorp Evansville, Indiana $5.02B AUM 25.65% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Wealth Enhancement Advisory Services's VTR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Ventas (VTR) stake by 53% in Q2 2026, selling an estimated $6.91M and leaving 70,641 shares worth $5.89M. The position accounts for 0.01% of the portfolio, ranked #913.

Wealth Enhancement Advisory Services first reported a position in VTR in Q3 2023 and has held it in 12 quarters since. The position peaked at $12.1M in Q1 2026. 194 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Wealth Enhancement Advisory Services held 70,641 shares of Ventas worth $5.89M as of Q2 2026.
  • Wealth Enhancement Advisory Services sold 81,102 Ventas shares in Q2 2026, an estimated $6.91M.
  • Ventas made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #913 holding.
  • Wealth Enhancement Advisory Services first reported a position in Ventas in Q3 2023 and has held it in 12 quarters since.
  • Wealth Enhancement Advisory Services's Ventas position peaked at $12.1M in Q1 2026.
  • 194 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.