Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-4,104
Closed -$318K 4443
2025
Q4
$318K Sell
4,104
-43,439
-91% -$3.28M 0.01% 2017
2025
Q3
$3.33M Sell
47,543
-55,099
-54% -$3.7M 0.17% 84
2025
Q2
$6.48M Buy
102,642
+82,985
+422% +$5.42M 0.27% 39
2025
Q1
$1.35M Buy
+19,657
New +$1.25M 0.07% 393
2024
Q4
Sell
-35,091
Closed -$2.25M 2983
2024
Q3
$2.25M Buy
35,091
+28,494
+432% +$1.66M 0.16% 120
2024
Q2
$338K Buy
+6,597
New +$309K 0.03% 888
2023
Q2
Sell
-11,572
Closed -$502K 1888
2023
Q1
$502K Buy
+11,572
New +$558K 0.11% 290
2022
Q3
Sell
-9,679
Closed -$498K 1413
2022
Q2
$498K Buy
+9,679
New +$542K 0.2% 115
2021
Q2
Sell
-4,832
Closed -$258K 1117
2021
Q1
$258K Buy
+4,832
New +$248K 0.13% 365

Other funds holding VTR