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Atticus Wealth Management’s Ventas VTR Stock Holding History

Atticus 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
2023
Q3 		– Sell
-2
Closed -$95 – 614
2023
Q2 		$95 Hold
2
– – ﹤0.01% 574
2023
Q1 		$87 Hold
2
– – ﹤0.01% 534
2022
Q4 		$90 Hold
2
– – ﹤0.01% 523
2022
Q3 		$0 Hold
2
– – ﹤0.01% 622
2022
Q2 		$0 Hold
2
– – ﹤0.01% 653
2022
Q1 		$0 Hold
2
– – ﹤0.01% 622
2021
Q4 		$0 Hold
2
– – ﹤0.01% 494
2021
Q3 		$0 Hold
2
– – ﹤0.01% 460
2021
Q2 		$0 Hold
2
– – ﹤0.01% 395
2021
Q1 		$0 Hold
2
– – ﹤0.01% 369
2020
Q4 		$0 Hold
2
– – ﹤0.01% 348
2020
Q3 		$0 Hold
2
– – ﹤0.01% 325
2020
Q2 		$0 Hold
2
– – ﹤0.01% 328
2020
Q1 		$0 Hold
2
– – ﹤0.01% 437
2019
Q4 		$0 Buy
+2
New +$126 ﹤0.01% 407

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Atticus Wealth Management's VTR Position: Q3 2023 in Review

Atticus Wealth Management sold out of Ventas (VTR) in Q3 2023, closing a stake of 2 shares — an estimated $95 sold.

Atticus Wealth Management first reported a position in VTR in Q4 2019 and held it in 15 quarters. The position peaked at $95 in Q2 2023. 612 funds tracked by Wall St. Rank hold VTR as of Q3 2023.

  • Atticus Wealth Management reported no remaining Ventas position as of Q3 2023 after selling out during the quarter.
  • Atticus Wealth Management sold 2 Ventas shares in Q3 2023, an estimated $95.
  • Atticus Wealth Management first reported a position in Ventas in Q4 2019 and held it in 15 quarters.
  • Atticus Wealth Management's Ventas position peaked at $95 in Q2 2023.
  • 612 funds tracked by Wall St. Rank held Ventas as of Q3 2023.

Based on Atticus Wealth Management's 13F filing for Q3 2023, filed 16 Oct 2023.