Forvis Mazars Wealth Advisors’s Ventas VTR Stock Holding History

Forvis Mazars Wealth 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
2021 Q1	–	Sell	-4,455	Closed	-$218K	–	351
2020 Q4	$218K	Buy	+4,455	New	+$206K	0.01%	340

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

Cohen & Steers New York $57.6B AUM 8.03% 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

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

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

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

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

Forvis Mazars Wealth Advisors's VTR Position: Q1 2021 in Review

Forvis Mazars Wealth Advisors sold out of Ventas (VTR) in Q1 2021, closing a stake of 4,455 shares — an estimated $218K sold.

Forvis Mazars Wealth Advisors first reported a position in VTR in Q4 2020 and held it in 1 quarter. The position peaked at $218K in Q4 2020. 632 funds tracked by Wall St. Rank hold VTR as of Q1 2021.

Forvis Mazars Wealth Advisors reported no remaining Ventas position as of Q1 2021 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 4,455 Ventas shares in Q1 2021, an estimated $218K.
Forvis Mazars Wealth Advisors first reported a position in Ventas in Q4 2020 and held it in 1 quarter.
Forvis Mazars Wealth Advisors's Ventas position peaked at $218K in Q4 2020.
632 funds tracked by Wall St. Rank held Ventas as of Q1 2021.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2021, filed 23 Apr 2021.