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Elevated Capital Advisors’s Ventas VTR Stock Holding History

Elevated Capital 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
2019
Q4 		$264K Buy
+4,576
New +$287K 0.29% 96
2019
Q1 		$409K Buy
+13,387
New +$836K 0.27% 112

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Elevated Capital Advisors's VTR Position: Q4 2019 in Review

Elevated Capital Advisors opened a new position in Ventas (VTR) in Q4 2019: 4,576 shares worth $264K. The stake represents 0.29% of the portfolio and ranks #96 among its holdings. This is a return to the name: Elevated Capital Advisors previously reported a position in VTR as recently as Q1 2019.

Elevated Capital Advisors first reported a position in VTR in Q1 2019 and has held it in 2 quarters since. The position peaked at $409K in Q1 2019. 782 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

  • Elevated Capital Advisors held 4,576 shares of Ventas worth $264K as of Q4 2019.
  • Ventas was a new Elevated Capital Advisors position in Q4 2019.
  • Ventas made up 0.29% of Elevated Capital Advisors's portfolio in Q4 2019, its #96 holding.
  • Elevated Capital Advisors first reported a position in Ventas in Q1 2019 and has held it in 2 quarters since.
  • Elevated Capital Advisors's Ventas position peaked at $409K in Q1 2019.
  • 782 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Elevated Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.