Castle Financial & Retirement Planning Associates’s Ventas VTR Stock Holding History

Castle Financial & Retirement Planning 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
2021 Q4	$5K	Buy	+100	New	+$5.22K	0.02%	137

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 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

Cohen & Steers New York $57.6B AUM 8.03% 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

Castle Financial & Retirement Planning Associates's VTR Position: Q4 2021 in Review

Castle Financial & Retirement Planning Associates opened a new position in Ventas (VTR) in Q4 2021: 100 shares worth $5K. The stake represents 0.02% of the portfolio and ranks #137 among its holdings.

634 funds tracked by Wall St. Rank hold VTR as of Q4 2021.

Castle Financial & Retirement Planning Associates held 100 shares of Ventas worth $5K as of Q4 2021.
Ventas was a new Castle Financial & Retirement Planning Associates position in Q4 2021.
Ventas made up 0.02% of Castle Financial & Retirement Planning Associates's portfolio in Q4 2021, its #137 holding.
634 funds tracked by Wall St. Rank held Ventas as of Q4 2021.

Based on Castle Financial & Retirement Planning Associates's 13F filing for Q4 2021, filed 14 Feb 2022.