Aaron Wealth Advisors’s Ventas VTR Stock Holding History

Aaron Wealth Advisors’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
2022 Q2	–	Sell	-58,363	Closed	-$945K	–	837
2022 Q1	$945K	Buy	+58,363	New	+$3.19M	0.01%	370

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Aaron Wealth Advisors's VTR Position: Q2 2022 in Review

Aaron Wealth Advisors sold out of Ventas (VTR) in Q2 2022, closing a stake of 58,363 shares — an estimated $945K sold.

Aaron Wealth Advisors first reported a position in VTR in Q1 2022 and held it in 1 quarter. The position peaked at $945K in Q1 2022. 645 funds tracked by Wall St. Rank hold VTR as of Q2 2022.

Aaron Wealth Advisors reported no remaining Ventas position as of Q2 2022 after selling out during the quarter.
Aaron Wealth Advisors sold 58,363 Ventas shares in Q2 2022, an estimated $945K.
Aaron Wealth Advisors first reported a position in Ventas in Q1 2022 and held it in 1 quarter.
Aaron Wealth Advisors's Ventas position peaked at $945K in Q1 2022.
645 funds tracked by Wall St. Rank held Ventas as of Q2 2022.

Based on Aaron Wealth Advisors's 13F filing for Q2 2022, filed 22 Jul 2022.