Arete Wealth Advisors’s Ventas VTR Stock Holding History

Arete 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
2018 Q3	–	Sell	-7,017	Closed	-$400K	–	392
2018 Q2	$400K	Buy	7,017 +2,213	+46%	+$116K	0.1%	223
2018 Q1	$238K	Buy	+4,804	New	+$252K	0.08%	278

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

AAMU

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arete Wealth Advisors's VTR Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Ventas (VTR) in Q3 2018, closing a stake of 7,017 shares — an estimated $400K sold.

Arete Wealth Advisors first reported a position in VTR in Q1 2018 and held it in 2 quarters. The position peaked at $400K in Q2 2018. 712 funds tracked by Wall St. Rank hold VTR as of Q3 2018.

Arete Wealth Advisors reported no remaining Ventas position as of Q3 2018 after selling out during the quarter.
Arete Wealth Advisors sold 7,017 Ventas shares in Q3 2018, an estimated $400K.
Arete Wealth Advisors first reported a position in Ventas in Q1 2018 and held it in 2 quarters.
Arete Wealth Advisors's Ventas position peaked at $400K in Q2 2018.
712 funds tracked by Wall St. Rank held Ventas as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.