Benchmark Capital Advisors’s Ventas VTR Stock Holding History

Benchmark Capital 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
2018 Q4	$1.55M	Buy	26,500 +500	+2%	+$29.5K	1.55%	20
2018 Q3	$1.41M	Buy	26,000 +100	+0.4%	+$5.79K	1.06%	28
2018 Q2	$1.48M	Buy	25,900 +2,700	+12%	+$141K	1.12%	27
2018 Q1	$1.15M	Buy	+23,200	New	+$1.22M	0.91%	35
2016 Q2	–	Sell	-29,400	Closed	-$1.85M	–	130
2016 Q1	$1.85M	Buy	29,400 +1,800	+7%	+$101K	1.62%	21
2015 Q4	$1.56M	Sell	27,600 -650	-2%	-$35.4K	1.32%	24
2015 Q3	$1.58M	Buy	28,250 +9,895	+54%	+$649K	1.29%	26
2015 Q2	$1.3M	Buy	18,355 +416	+2%	+$32.5K	0.91%	38
2015 Q1	$1.5M	Buy	17,939 +22	+0.1%	+$1.9K	0.98%	33
2014 Q4	$1.47M	Sell	17,917 -131	-0.7%	-$10.3K	0.99%	29
2014 Q3	$1.28M	Sell	18,048 -1,204	-6%	-$87.9K	0.88%	38
2014 Q2	$1.41M	Buy	19,252 +819	+4%	+$60.8K	0.88%	43
2014 Q1	$1.27M	Buy	+18,433	New	+$1.28M	0.89%	41

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Cohen & Steers New York $63.2B AUM 17.15% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Benchmark Capital Advisors's VTR Position: Q4 2018 in Review

Benchmark Capital Advisors increased its Ventas (VTR) stake by 1.9% in Q4 2018, buying an estimated $29.5K and bringing the position to 26,500 shares worth $1.55M. The position accounts for 1.55% of the portfolio, ranked #20.

Benchmark Capital Advisors first reported a position in VTR in Q1 2014 and has held it in 13 quarters since. The position peaked at $1.85M in Q1 2016. 738 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Benchmark Capital Advisors held 26,500 shares of Ventas worth $1.55M as of Q4 2018.
Benchmark Capital Advisors bought 500 Ventas shares in Q4 2018, an estimated $29.5K.
Ventas made up 1.55% of Benchmark Capital Advisors's portfolio in Q4 2018, its #20 holding.
Benchmark Capital Advisors first reported a position in Ventas in Q1 2014 and has held it in 13 quarters since.
Benchmark Capital Advisors's Ventas position peaked at $1.85M in Q1 2016.
738 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Benchmark Capital Advisors's 13F filing for Q4 2018, filed 11 Feb 2019.