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Game Plan Financial Advisors’s Ventas VTR Stock Holding History

Game Plan Financial 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
2025
Q1 		– Sell
-250
Closed -$14.6K – 390
2024
Q4 		$14.6K Hold
250
– – 0.01% 202
2024
Q3 		$16K Buy
+250
New +$14.6K 0.01% 203

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

Game Plan Financial Advisors's VTR Position: Q1 2025 in Review

Game Plan Financial Advisors sold out of Ventas (VTR) in Q1 2025, closing a stake of 250 shares — an estimated $14.6K sold.

Game Plan Financial Advisors first reported a position in VTR in Q3 2024 and held it in 2 quarters. The position peaked at $16K in Q3 2024. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

  • Game Plan Financial Advisors reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
  • Game Plan Financial Advisors sold 250 Ventas shares in Q1 2025, an estimated $14.6K.
  • Game Plan Financial Advisors first reported a position in Ventas in Q3 2024 and held it in 2 quarters.
  • Game Plan Financial Advisors's Ventas position peaked at $16K in Q3 2024.
  • 805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Game Plan Financial Advisors's 13F filing for Q1 2025, filed 19 May 2025.