CFFP
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Center for Financial Planning’s Ventas VTR Stock Holding History

Center for Financial Planning’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
Q3 		– Sell
-100
Closed -$5K – 688
2022
Q2 		$5K Hold
100
– – ﹤0.01% 424
2022
Q1 		$6K Hold
100
– – ﹤0.01% 426
2021
Q4 		$5K Hold
100
– – ﹤0.01% 438
2021
Q3 		$6K Hold
100
– – ﹤0.01% 406
2021
Q2 		$6K Hold
100
– – ﹤0.01% 410
2021
Q1 		$5K Buy
+100
New +$5.13K ﹤0.01% 451

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
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
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Geode Capital Management
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Center for Financial Planning's VTR Position: Q3 2022 in Review

Center for Financial Planning sold out of Ventas (VTR) in Q3 2022, closing a stake of 100 shares — an estimated $5K sold.

Center for Financial Planning first reported a position in VTR in Q1 2021 and held it in 6 quarters. The position peaked at $6K in Q1 2022. 613 funds tracked by Wall St. Rank hold VTR as of Q3 2022.

  • Center for Financial Planning reported no remaining Ventas position as of Q3 2022 after selling out during the quarter.
  • Center for Financial Planning sold 100 Ventas shares in Q3 2022, an estimated $5K.
  • Center for Financial Planning first reported a position in Ventas in Q1 2021 and held it in 6 quarters.
  • Center for Financial Planning's Ventas position peaked at $6K in Q1 2022.
  • 613 funds tracked by Wall St. Rank held Ventas as of Q3 2022.

Based on Center for Financial Planning's 13F filing for Q3 2022, filed 14 Oct 2022.