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West Branch Capital’s Ventas VTR Stock Holding History

West Branch Capital’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
-1
Closed -$69 – 536
2025
Q1 		$69 Hold
1
– – ﹤0.01% 526
2024
Q4 		$59 Hold
1
– – ﹤0.01% 544
2024
Q3 		$65 Buy
+1
New +$58 ﹤0.01% 569
2022
Q3 		– Sell
-40
Closed -$2K – 477
2022
Q2 		$2K Buy
+40
New +$2.24K ﹤0.01% 392

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

West Branch Capital's VTR Position: Q2 2025 in Review

West Branch Capital sold out of Ventas (VTR) in Q2 2025, closing a stake of 1 share — an estimated $69 sold.

West Branch Capital first reported a position in VTR in Q2 2022 and held it in 4 quarters. The position peaked at $2K in Q2 2022. 797 funds tracked by Wall St. Rank hold VTR as of Q2 2025.

  • West Branch Capital reported no remaining Ventas position as of Q2 2025 after selling out during the quarter.
  • West Branch Capital sold 1 Ventas share in Q2 2025, an estimated $69.
  • West Branch Capital first reported a position in Ventas in Q2 2022 and held it in 4 quarters.
  • West Branch Capital's Ventas position peaked at $2K in Q2 2022.
  • 797 funds tracked by Wall St. Rank held Ventas as of Q2 2025.

Based on West Branch Capital's 13F filing for Q2 2025, filed 16 Jul 2025.