Braun-Bostich & Associates’s Ventas VTR Stock Holding History

Braun-Bostich & Associates’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 Q1	–	Sell	-6,006	Closed	-$314K	–	145
2021 Q4	$314K	Buy	+6,006	New	+$314K	0.07%	80

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Braun-Bostich & Associates's VTR Position: Q1 2022 in Review

Braun-Bostich & Associates sold out of Ventas (VTR) in Q1 2022, closing a stake of 6,006 shares — an estimated $314K sold.

Braun-Bostich & Associates first reported a position in VTR in Q4 2021 and held it in 1 quarter. The position peaked at $314K in Q4 2021. 658 funds tracked by Wall St. Rank hold VTR as of Q1 2022.

Braun-Bostich & Associates reported no remaining Ventas position as of Q1 2022 after selling out during the quarter.
Braun-Bostich & Associates sold 6,006 Ventas shares in Q1 2022, an estimated $314K.
Braun-Bostich & Associates first reported a position in Ventas in Q4 2021 and held it in 1 quarter.
Braun-Bostich & Associates's Ventas position peaked at $314K in Q4 2021.
658 funds tracked by Wall St. Rank held Ventas as of Q1 2022.

Based on Braun-Bostich & Associates's 13F filing for Q1 2022, filed 13 May 2022.