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Advus Financial Partners, LLC’s Ventas VTR Stock Holding History

Advus Financial Partners, LLC’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 		$438K Buy
4,932
+725
+17% +$61.8K 0.1% 148
2026
Q1 		$344K Sell
4,207
-23
-0.5% -$1.88K 0.09% 170
2025
Q4 		$327K Sell
4,230
-1,737
-29% -$131K 0.08% 174
2025
Q3 		$418K Sell
5,967
-270
-4% -$18.1K 0.1% 146
2025
Q2 		$394K Sell
6,237
-565
-8% -$36.9K 0.1% 145
2025
Q1 		$468K Buy
6,802
+1,724
+34% +$110K 0.13% 111
2024
Q4 		$299K Buy
+5,078
New +$319K 0.08% 164

Other funds holding VTR

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.88T AUM 44.46% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AAMU
APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Advus Financial Partners, LLC's VTR Position: Q2 2026 in Review

Advus Financial Partners, LLC increased its Ventas (VTR) stake by 17% in Q2 2026, buying an estimated $61.8K and bringing the position to 4,932 shares worth $438K. The position accounts for 0.1% of the portfolio, ranked #148.

Advus Financial Partners, LLC first reported a position in VTR in Q4 2024 and has held it in 7 quarters since. The position peaked at $468K in Q1 2025. 950 funds tracked by Wall St. Rank hold VTR as of Q2 2026.

  • Advus Financial Partners, LLC held 4,932 shares of Ventas worth $438K as of Q2 2026.
  • Advus Financial Partners, LLC bought 725 Ventas shares in Q2 2026, an estimated $61.8K.
  • Ventas made up 0.1% of Advus Financial Partners, LLC's portfolio in Q2 2026, its #148 holding.
  • Advus Financial Partners, LLC first reported a position in Ventas in Q4 2024 and has held it in 7 quarters since.
  • Advus Financial Partners, LLC's Ventas position peaked at $468K in Q1 2025.
  • 950 funds tracked by Wall St. Rank held Ventas as of Q2 2026.

Based on Advus Financial Partners, LLC's 13F filing for Q2 2026, filed 25 Aug 2026.