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WEALTH ENHANCEMENT ADVISORY SERVICES, LLC → VTR
WEALTH ENHANCEMENT ADVISORY SERVICES, LLC VTR Position History
Ventas, Inc. • Real Estate
Quarters held
7
Latest value
$7.2M
Q3 2026
Peak value
$12.1M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $3.1M |
| Q4 2025 | $5.6M |
| Q1 2026 | $12.1M |
| Q2 2026 | $5.9M |
| Q2 2026 | $8K |
| Q3 2026 | $8K |
| Q3 2026 | $7.2M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $7.2M | 93.3K | — | — |
| Q3 2026 | $8K | 100 | — | — |
| Q2 2026 | $8K | 100 | — | — |
| Q2 2026 | $5.9M | 70.6K | — | — |
| Q1 2026 | $12.1M | 151.7K | — | — |
| Q4 2025 | $5.6M | 73.5K | — | — |
| Q3 2025 | $3.1M | 44.4K | — | — |
Other funds holding VTR
$5.5B
$4.8B
$4.6B
$4.4B
$2.8B
$2.7B
$2.7B
$2.5B