Heck Capital Advisors’s Ventas VTR Stock Holding History

Heck Capital 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	-15	Closed	-$883	–	773
2024 Q4	$883	Buy	+15	New	+$943	﹤0.01%	720

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

AAMU

APG Asset Management US New York $14.3B AUM 16.79% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $5.44B AUM 27.71% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $11.7B AUM 20.39% 1-Year Est. Return

Heck Capital Advisors's VTR Position: Q1 2025 in Review

Heck Capital Advisors sold out of Ventas (VTR) in Q1 2025, closing a stake of 15 shares — an estimated $883 sold.

Heck Capital Advisors first reported a position in VTR in Q4 2024 and held it in 1 quarter. The position peaked at $883 in Q4 2024. 807 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

Heck Capital Advisors reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 15 Ventas shares in Q1 2025, an estimated $883.
Heck Capital Advisors first reported a position in Ventas in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Ventas position peaked at $883 in Q4 2024.
807 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.