First Capital Advisors Group’s Ventas VTR Stock Holding History

First Capital Advisors Group’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
2023 Q2	$3.45K	Buy	+73	New	+$3.31K	﹤0.01%	711
2018 Q2	–	Sell	-78	Closed	-$4K	–	753
2018 Q1	$4K	Buy	+78	New	+$4.09K	﹤0.01%	680

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

First Capital Advisors Group's VTR Position: Q2 2023 in Review

First Capital Advisors Group opened a new position in Ventas (VTR) in Q2 2023: 73 shares worth $3.45K. The stake represents ﹤0.01% of the portfolio and ranks #711 among its holdings. This is a return to the name: First Capital Advisors Group previously reported a position in VTR as recently as Q1 2018.

First Capital Advisors Group first reported a position in VTR in Q1 2018 and has held it in 2 quarters since. The position peaked at $4K in Q1 2018. 631 funds tracked by Wall St. Rank hold VTR as of Q2 2023.

First Capital Advisors Group held 73 shares of Ventas worth $3.45K as of Q2 2023.
Ventas was a new First Capital Advisors Group position in Q2 2023.
Ventas made up ﹤0.01% of First Capital Advisors Group's portfolio in Q2 2023, its #711 holding.
First Capital Advisors Group first reported a position in Ventas in Q1 2018 and has held it in 2 quarters since.
First Capital Advisors Group's Ventas position peaked at $4K in Q1 2018.
631 funds tracked by Wall St. Rank held Ventas as of Q2 2023.

Based on First Capital Advisors Group's 13F filing for Q2 2023, filed 15 Aug 2023.