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First Personal Financial Services’s Ventas VTR Stock Holding History

First Personal Financial Services’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
Q3 		$193 Buy
+3
New +$175 ﹤0.01% 468
2019
Q4 		– Sell
-18
Closed -$1K – 578
2019
Q3 		$1K Buy
+18
New +$1.28K ﹤0.01% 518
2019
Q2 		– Hold
0
– – – 766
2018
Q3 		– Hold
0
– – – 500
2018
Q2 		– Hold
0
– – – 356
2018
Q1 		– Hold
0
– – – 623
2017
Q4 		– Hold
0
– – – 497
2017
Q3 		– Hold
0
– – – 424
2017
Q2 		– Hold
0
– – – 431
2017
Q1 		– Hold
0
– – – 662
2016
Q4 		– Hold
0
– – – 654
2016
Q3 		– Hold
0
– – – 772
2016
Q2 		– Hold
0
– – – 770
2016
Q1 		– Hold
0
– – – 295
2015
Q3 		– Hold
0
– – – 370
2015
Q2 		– Hold
0
– – – 366
2015
Q1 		– Hold
0
– – – 314

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
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return
CIM
Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

First Personal Financial Services's VTR Position: Q3 2024 in Review

First Personal Financial Services opened a new position in Ventas (VTR) in Q3 2024: 3 shares worth $193. The stake represents ﹤0.01% of the portfolio and ranks #468 among its holdings. This is a return to the name: First Personal Financial Services previously reported a position in VTR as recently as Q3 2019.

First Personal Financial Services first reported a position in VTR in Q3 2019 and has held it in 2 quarters since. The position peaked at $1K in Q3 2019. 721 funds tracked by Wall St. Rank hold VTR as of Q3 2024.

  • First Personal Financial Services held 3 shares of Ventas worth $193 as of Q3 2024.
  • Ventas was a new First Personal Financial Services position in Q3 2024.
  • Ventas made up ﹤0.01% of First Personal Financial Services's portfolio in Q3 2024, its #468 holding.
  • First Personal Financial Services first reported a position in Ventas in Q3 2019 and has held it in 2 quarters since.
  • First Personal Financial Services's Ventas position peaked at $1K in Q3 2019.
  • 721 funds tracked by Wall St. Rank held Ventas as of Q3 2024.

Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.