Wealthcare Advisory Partners’s Ventas VTR Stock Holding History

Wealthcare Advisory Partners’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	$225K	Sell	2,536 -19	-0.7%	-$1.62K	﹤0.01%	998
2026 Q1	$209K	Sell	2,555 -136	-5%	-$11.1K	﹤0.01%	1012
2025 Q4	$208K	Buy	+2,691	New	+$203K	﹤0.01%	1001
2021 Q2	–	Sell	-772	Closed	-$41K	–	1850
2021 Q1	$41K	Buy	+772	New	+$39.6K	﹤0.01%	945
2020 Q2	–	Sell	-762	Closed	-$20K	–	1341
2020 Q1	$20K	Sell	762 -41	-5%	-$2.04K	﹤0.01%	741
2019 Q4	$46K	Buy	803 +6	+0.8%	+$377	0.01%	573
2019 Q3	$58K	Buy	797 +88	+12%	+$6.25K	0.01%	502
2019 Q2	$48K	Buy	709 +6	+0.9%	+$383	0.01%	516
2019 Q1	$45K	Buy	703 +8	+1%	+$500	0.01%	489
2018 Q4	$41K	Sell	695 -50	-7%	-$2.95K	0.01%	475
2018 Q3	$41K	Sell	745 -655	-47%	-$37.9K	0.01%	516
2018 Q2	$80K	Buy	1,400 +59	+4%	+$3.09K	0.02%	372
2018 Q1	$66K	Buy	1,341 +7	+0.5%	+$367	0.01%	351
2017 Q4	$80K	Buy	1,334 +59	+5%	+$3.73K	0.02%	298
2017 Q3	$83K	Buy	+1,275	New	+$86K	0.02%	240

Other funds holding VTR

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

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 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) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wealthcare Advisory Partners's VTR Position: Q2 2026 in Review

Wealthcare Advisory Partners reduced its Ventas (VTR) stake by 0.74% in Q2 2026, selling an estimated $1.62K and leaving 2,536 shares worth $225K. The position accounts for ﹤0.01% of the portfolio, ranked #998.

Wealthcare Advisory Partners first reported a position in VTR in Q3 2017 and has held it in 15 quarters since. 177 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

Wealthcare Advisory Partners held 2,536 shares of Ventas worth $225K as of Q2 2026.
Wealthcare Advisory Partners sold 19 Ventas shares in Q2 2026, an estimated $1.62K.
Ventas made up ﹤0.01% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #998 holding.
Wealthcare Advisory Partners first reported a position in Ventas in Q3 2017 and has held it in 15 quarters since.
177 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.