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Wealthspire Advisors (New York)’s Ventas VTR Stock Holding History

Wealthspire Advisors (New York)’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
Q4 		– Sell
-133
Closed -$9.3K – 2863
2025
Q3 		$9.3K Buy
+133
New +$8.94K ﹤0.01% 2054
2021
Q2 		– Sell
-4,498
Closed -$240K – 665
2021
Q1 		$240K Buy
4,498
+352
+8% +$18.1K 0.01% 623
2020
Q4 		$203K Buy
+4,146
New +$192K 0.01% 551
2019
Q1 		– Sell
-149
Closed -$9K – 780
2018
Q4 		$9K Buy
+149
New +$8.79K ﹤0.01% 537

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wealthspire Advisors (New York)'s VTR Position: Q4 2025 in Review

Wealthspire Advisors (New York) sold out of Ventas (VTR) in Q4 2025, closing a stake of 133 shares — an estimated $9.3K sold.

Wealthspire Advisors (New York) first reported a position in VTR in Q4 2018 and held it in 4 quarters. The position peaked at $240K in Q1 2021. 927 funds tracked by Wall St. Rank hold VTR as of Q4 2025.

  • Wealthspire Advisors (New York) reported no remaining Ventas position as of Q4 2025 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 133 Ventas shares in Q4 2025, an estimated $9.3K.
  • Wealthspire Advisors (New York) first reported a position in Ventas in Q4 2018 and held it in 4 quarters.
  • Wealthspire Advisors (New York)'s Ventas position peaked at $240K in Q1 2021.
  • 927 funds tracked by Wall St. Rank held Ventas as of Q4 2025.

Based on Wealthspire Advisors (New York)'s 13F filing for Q4 2025, filed 13 Feb 2026.