First Foundation Advisors’s Ventas VTR Stock Holding History

First Foundation 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 Q1	–	Sell	-12,767	Closed	-$748K	–	388
2018 Q4	$748K	Buy	12,767 +8,777	+220%	+$517K	0.05%	210
2018 Q3	$217K	Buy	+3,990	New	+$231K	0.01%	324
2015 Q4	–	Sell	-27,303	Closed	-$1.53M	–	314
2015 Q3	$1.53M	Buy	27,303 +11,553	+73%	+$758K	0.13%	97
2015 Q2	$1.12M	Buy	15,750 +1,313	+9%	+$103K	0.09%	109
2015 Q1	$1.2M	Buy	14,437 +2,767	+24%	+$238K	0.1%	96
2014 Q4	$955K	Hold	11,670	–	–	0.08%	98
2014 Q3	$826K	Buy	11,670 +2,365	+25%	+$173K	0.08%	96
2014 Q2	$681K	Buy	9,305 +2,715	+41%	+$202K	0.07%	101
2014 Q1	$456K	Buy	+6,590	New	+$458K	0.06%	114
2013 Q4	–	Sell	-7,344	Closed	-$516K	–	209
2013 Q3	$516K	Sell	7,344 -602	-8%	-$44.7K	0.08%	89
2013 Q2	$630K	Buy	+7,946	New	+$682K	0.12%	65

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

AAMU

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

First Foundation Advisors's VTR Position: Q1 2019 in Review

First Foundation Advisors sold out of Ventas (VTR) in Q1 2019, closing a stake of 12,767 shares — an estimated $748K sold.

First Foundation Advisors first reported a position in VTR in Q2 2013 and held it in 11 quarters. The position peaked at $1.53M in Q3 2015. 764 funds tracked by Wall St. Rank hold VTR as of Q1 2019.

First Foundation Advisors reported no remaining Ventas position as of Q1 2019 after selling out during the quarter.
First Foundation Advisors sold 12,767 Ventas shares in Q1 2019, an estimated $748K.
First Foundation Advisors first reported a position in Ventas in Q2 2013 and held it in 11 quarters.
First Foundation Advisors's Ventas position peaked at $1.53M in Q3 2015.
764 funds tracked by Wall St. Rank held Ventas as of Q1 2019.

Based on First Foundation Advisors's 13F filing for Q1 2019, filed 13 May 2019.