Bedel Financial Consulting’s Ventas VTR Stock Holding History

Bedel Financial Consulting’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	–	Sell	-190	Closed	-$12K	–	900
2022 Q1	$12K	Buy	190 +127	+202%	+$6.94K	﹤0.01%	635
2021 Q4	$3K	Buy	+63	New	+$3.29K	﹤0.01%	863
2021 Q3	–	Sell	-64	Closed	-$4K	–	1033
2021 Q2	$4K	Buy	+64	New	+$3.57K	﹤0.01%	813
2020 Q2	–	Sell	-11	Closed	–	–	925
2020 Q1	$0	Buy	+11	New	+$546	﹤0.01%	917
2019 Q2	–	Sell	-152	Closed	-$10K	–	749
2019 Q1	$10K	Hold	152	–	–	0.01%	493
2018 Q4	$9K	Hold	152	–	–	0.01%	478
2018 Q3	$8K	Hold	152	–	–	0.01%	513
2018 Q2	$9K	Hold	152	–	–	0.01%	493
2018 Q1	$8K	Buy	+152	New	+$7.97K	0.01%	505

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

Bedel Financial Consulting's VTR Position: Q2 2022 in Review

Bedel Financial Consulting sold out of Ventas (VTR) in Q2 2022, closing a stake of 190 shares — an estimated $12K sold.

Bedel Financial Consulting first reported a position in VTR in Q1 2018 and held it in 9 quarters. The position peaked at $12K in Q1 2022. 645 funds tracked by Wall St. Rank hold VTR as of Q2 2022.

Bedel Financial Consulting reported no remaining Ventas position as of Q2 2022 after selling out during the quarter.
Bedel Financial Consulting sold 190 Ventas shares in Q2 2022, an estimated $12K.
Bedel Financial Consulting first reported a position in Ventas in Q1 2018 and held it in 9 quarters.
Bedel Financial Consulting's Ventas position peaked at $12K in Q1 2022.
645 funds tracked by Wall St. Rank held Ventas as of Q2 2022.

Based on Bedel Financial Consulting's 13F filing for Q2 2022, filed 4 Aug 2022.