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Atlantic Edge Private Wealth Management’s Ventas VTR Stock Holding History

Atlantic Edge Private Wealth 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
2025
Q1 		– Sell
-31
Closed -$1.83K – 524
2024
Q4 		$1.83K Hold
31
– – ﹤0.01% 446
2024
Q3 		$1.99K Hold
31
– – ﹤0.01% 447
2024
Q2 		$1.59K Hold
31
– – ﹤0.01% 433
2024
Q1 		$1.35K Hold
31
– – ﹤0.01% 447
2023
Q4 		$1.55K Buy
+31
New +$1.39K ﹤0.01% 424

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VTR Position: Q1 2025 in Review

Atlantic Edge Private Wealth Management sold out of Ventas (VTR) in Q1 2025, closing a stake of 31 shares — an estimated $1.83K sold.

Atlantic Edge Private Wealth Management first reported a position in VTR in Q4 2023 and held it in 5 quarters. The position peaked at $1.99K in Q3 2024. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

  • Atlantic Edge Private Wealth Management reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
  • Atlantic Edge Private Wealth Management sold 31 Ventas shares in Q1 2025, an estimated $1.83K.
  • Atlantic Edge Private Wealth Management first reported a position in Ventas in Q4 2023 and held it in 5 quarters.
  • Atlantic Edge Private Wealth Management's Ventas position peaked at $1.99K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q1 2025, filed 29 Apr 2025.