Centerpoint Advisors’s Ventas VTR Stock Holding History

Centerpoint 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
2026 Q1	$3K	Hold	39	–	–	﹤0.01%	363
2025 Q4	$3K	Hold	39	–	–	﹤0.01%	374
2025 Q3	$3K	Hold	39	–	–	﹤0.01%	401
2025 Q2	$2K	Hold	39	–	–	﹤0.01%	353
2025 Q1	$3K	Hold	39	–	–	﹤0.01%	361
2024 Q4	$2K	Hold	39	–	–	﹤0.01%	415
2024 Q3	$3K	Hold	39	–	–	﹤0.01%	425
2024 Q2	$2K	Hold	39	–	–	﹤0.01%	412
2024 Q1	$2K	Hold	39	–	–	﹤0.01%	399
2023 Q4	$2K	Hold	39	–	–	﹤0.01%	393
2023 Q3	$2K	Hold	39	–	–	﹤0.01%	457
2023 Q2	$2K	Hold	39	–	–	﹤0.01%	462
2023 Q1	$2K	Hold	39	–	–	﹤0.01%	455
2022 Q4	$2K	Hold	39	–	–	﹤0.01%	416
2022 Q3	$2K	Hold	39	–	–	﹤0.01%	327
2022 Q2	$2K	Hold	39	–	–	﹤0.01%	330
2022 Q1	$2K	Hold	39	–	–	﹤0.01%	336
2021 Q4	$2K	Hold	39	–	–	﹤0.01%	350
2021 Q3	$2K	Buy	+39	New	+$2.23K	﹤0.01%	260
2018 Q3	–	Sell	-264	Closed	-$15K	–	359
2018 Q2	$15K	Buy	+264	New	+$13.8K	0.01%	159

Other funds holding VTR

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Capital World Investors

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return