HFS
VTR icon

HBC Financial Services’s Ventas VTR Stock Holding History

HBC 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
Q4 		$19K Hold
325
– – 0.01% 96
2024
Q3 		$21K Buy
325
+2
+0.6% +$117 0.01% 100
2024
Q2 		$17K Buy
323
+1
+0.3% +$47 0.01% 99
2024
Q1 		$14K Buy
322
+105
+48% +$4.77K 0.01% 103
2023
Q4 		$10K Buy
217
+2
+0.9% +$90 0.01% 112
2023
Q3 		$9K Hold
215
– – 0.01% 116
2023
Q2 		$10K Buy
215
+2
+0.9% +$91 0.01% 109
2023
Q1 		$9K Buy
213
+4
+2% +$193 0.01% 134
2022
Q4 		$9K Sell
209
-1,291
-86% -$54.4K 0.01% 117
2022
Q3 		$56K Buy
1,500
+1,295
+632% +$63.6K 0.05% 52
2022
Q2 		$10K Buy
+205
New +$11.5K 0.01% 123

Other funds holding VTR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T 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
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return