AIM
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Acropolis Investment Management’s Ventas VTR Stock Holding History

Acropolis Investment Management’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
2020
Q1 		– Sell
-2,643
Closed -$153K – 196
2019
Q4 		$153K Buy
2,643
+250
+10% +$15.7K 0.02% 144
2019
Q3 		$175K Buy
+2,393
New +$170K 0.03% 135

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Acropolis Investment Management's VTR Position: Q1 2020 in Review

Acropolis Investment Management sold out of Ventas (VTR) in Q1 2020, closing a stake of 2,643 shares — an estimated $153K sold.

Acropolis Investment Management first reported a position in VTR in Q3 2019 and held it in 2 quarters. The position peaked at $175K in Q3 2019. 606 funds tracked by Wall St. Rank hold VTR as of Q1 2020.

  • Acropolis Investment Management reported no remaining Ventas position as of Q1 2020 after selling out during the quarter.
  • Acropolis Investment Management sold 2,643 Ventas shares in Q1 2020, an estimated $153K.
  • Acropolis Investment Management first reported a position in Ventas in Q3 2019 and held it in 2 quarters.
  • Acropolis Investment Management's Ventas position peaked at $175K in Q3 2019.
  • 606 funds tracked by Wall St. Rank held Ventas as of Q1 2020.

Based on Acropolis Investment Management's 13F filing for Q1 2020, filed 10 Apr 2020.