B. Riley Wealth Management’s Ventas VTR Stock Holding History

B. Riley 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
2022 Q2	$362	Sell	7,039 -71	-1%	-$3.98K	﹤0.01%	489
2022 Q1	$439K	Sell	7,110 -13	-0.2%	-$710	0.03%	361
2021 Q4	$364K	Sell	7,123 -250	-3%	-$13.1K	0.03%	420
2021 Q3	$407K	Sell	7,373 -169	-2%	-$9.68K	0.03%	383
2021 Q2	$431K	Sell	7,542 -350	-4%	-$19.5K	0.05%	260
2021 Q1	$421K	Hold	7,892	–	–	0.05%	245
2020 Q4	$387K	Sell	7,892 -2,928	-27%	-$135K	0.05%	241
2020 Q3	$454K	Sell	10,820 -2,737	-20%	-$109K	0.05%	239
2020 Q2	$497K	Sell	13,557 -2,468	-15%	-$81.5K	0.05%	230
2020 Q1	$430K	Buy	+16,025	New	+$796K	0.05%	286
2015 Q3	–	Sell	-31	Closed	-$2K	–	743
2015 Q2	$2K	Hold	31	–	–	﹤0.01%	964
2015 Q1	$2K	Hold	31	–	–	﹤0.01%	975
2014 Q4	$2K	Buy	31 +1	+3%	+$79	﹤0.01%	950
2014 Q3	$2K	Hold	30	–	–	﹤0.01%	994
2014 Q2	$2K	Buy	30 +1	+3%	+$74	﹤0.01%	1042
2014 Q1	$2K	Buy	+29	New	+$2.02K	﹤0.01%	1020

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

B. Riley Wealth Management's VTR Position: Q2 2022 in Review

B. Riley Wealth Management reduced its Ventas (VTR) stake by 1% in Q2 2022, selling an estimated $3.98K and leaving 7,039 shares worth $362. The position accounts for ﹤0.01% of the portfolio, ranked #489.

B. Riley Wealth Management first reported a position in VTR in Q1 2014 and has held it in 16 quarters since. The position peaked at $497K in Q2 2020. 645 funds tracked by Wall St. Rank hold VTR as of Q2 2022.

B. Riley Wealth Management held 7,039 shares of Ventas worth $362 as of Q2 2022.
B. Riley Wealth Management sold 71 Ventas shares in Q2 2022, an estimated $3.98K.
Ventas made up ﹤0.01% of B. Riley Wealth Management's portfolio in Q2 2022, its #489 holding.
B. Riley Wealth Management first reported a position in Ventas in Q1 2014 and has held it in 16 quarters since.
B. Riley Wealth Management's Ventas position peaked at $497K in Q2 2020.
645 funds tracked by Wall St. Rank held Ventas as of Q2 2022.

Based on B. Riley Wealth Management's 13F filing for Q2 2022, filed 9 Sep 2022.