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Crewe Advisors’s Ventas VTR Stock Holding History

Crewe 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
2024
Q4 		– Sell
-4
Closed -$257 – 806
2024
Q3 		$257 Buy
+4
New +$234 ﹤0.01% 685
2023
Q3 		– Sell
-10
Closed -$473 – 917
2023
Q2 		$473 Sell
10
-72
-88% -$3.26K ﹤0.01% 633
2023
Q1 		$3.56K Hold
82
– – ﹤0.01% 671
2022
Q4 		$3.69K Sell
82
-390
-83% -$16.4K ﹤0.01% 733
2022
Q3 		$19K Buy
472
+33
+8% +$1.62K ﹤0.01% 484
2022
Q2 		$23K Buy
439
+220
+100% +$12.3K 0.01% 398
2022
Q1 		$14K Hold
219
– – ﹤0.01% 337
2021
Q4 		$11K Hold
219
– – ﹤0.01% 315
2021
Q3 		$12K Hold
219
– – ﹤0.01% 254
2021
Q2 		$13K Hold
219
– – ﹤0.01% 259
2021
Q1 		$12K Hold
219
– – ﹤0.01% 270
2020
Q4 		$11K Buy
+219
New +$10.1K ﹤0.01% 256

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Crewe Advisors's VTR Position: Q4 2024 in Review

Crewe Advisors sold out of Ventas (VTR) in Q4 2024, closing a stake of 4 shares — an estimated $257 sold.

Crewe Advisors first reported a position in VTR in Q4 2020 and held it in 12 quarters. The position peaked at $23K in Q2 2022. 757 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Crewe Advisors reported no remaining Ventas position as of Q4 2024 after selling out during the quarter.
  • Crewe Advisors sold 4 Ventas shares in Q4 2024, an estimated $257.
  • Crewe Advisors first reported a position in Ventas in Q4 2020 and held it in 12 quarters.
  • Crewe Advisors's Ventas position peaked at $23K in Q2 2022.
  • 757 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on Crewe Advisors's 13F filing for Q4 2024, filed 27 Jan 2025.