BDO Wealth Advisors’s Ventas VTR Stock Holding History

BDO 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
2023 Q2	$5.72K	Buy	121 +90	+290%	+$4.08K	﹤0.01%	757
2023 Q1	$1.34K	Hold	31	–	–	﹤0.01%	935
2022 Q4	$1.4K	Hold	31	–	–	﹤0.01%	888
2022 Q3	$1K	Hold	31	–	–	﹤0.01%	1002
2022 Q2	$2K	Hold	31	–	–	﹤0.01%	925
2022 Q1	$2K	Hold	31	–	–	﹤0.01%	947
2021 Q4	$2K	Hold	31	–	–	﹤0.01%	963
2021 Q3	$2K	Buy	+31	New	+$1.78K	﹤0.01%	965
2018 Q3	–	Sell	-20	Closed	-$1K	–	663
2018 Q2	$1K	Hold	20	–	–	﹤0.01%	628
2018 Q1	$1K	Sell	20 -269	-93%	-$14.1K	﹤0.01%	558
2017 Q4	$17K	Buy	289 +16	+6%	+$1.01K	0.01%	290
2017 Q3	$18K	Buy	273 +2	+0.7%	+$135	0.01%	268
2017 Q2	$19K	Buy	+271	New	+$18K	0.01%	312

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

BDO Wealth Advisors's VTR Position: Q2 2023 in Review

BDO Wealth Advisors increased its Ventas (VTR) stake by 290% in Q2 2023, buying an estimated $4.08K and bringing the position to 121 shares worth $5.72K. The position accounts for ﹤0.01% of the portfolio, ranked #757.

BDO Wealth Advisors first reported a position in VTR in Q2 2017 and has held it in 13 quarters since. The position peaked at $19K in Q2 2017. 631 funds tracked by Wall St. Rank hold VTR as of Q2 2023.

BDO Wealth Advisors held 121 shares of Ventas worth $5.72K as of Q2 2023.
BDO Wealth Advisors bought 90 Ventas shares in Q2 2023, an estimated $4.08K.
Ventas made up ﹤0.01% of BDO Wealth Advisors's portfolio in Q2 2023, its #757 holding.
BDO Wealth Advisors first reported a position in Ventas in Q2 2017 and has held it in 13 quarters since.
BDO Wealth Advisors's Ventas position peaked at $19K in Q2 2017.
631 funds tracked by Wall St. Rank held Ventas as of Q2 2023.

Based on BDO Wealth Advisors's 13F filing for Q2 2023, filed 1 Aug 2023.