HFA
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Hoover Financial Advisors’s Ventas VTR Stock Holding History

Hoover 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
2021
Q2 		$31K Hold
550
– – 0.01% 343
2021
Q1 		$30K Buy
550
+4
+0.7% +$205 0.01% 311
2020
Q4 		$26K Buy
+546
New +$25.2K 0.01% 309
2020
Q3 		– Sell
-541
Closed -$20K – 472
2020
Q2 		$20K Buy
+541
New +$17.9K 0.01% 282

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
State Street
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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Hoover Financial Advisors's VTR Position: Q2 2021 in Review

Hoover Financial Advisors held its Ventas (VTR) position steady in Q2 2021 at 550 shares worth $31K. The position accounts for 0.01% of the portfolio, ranked #343.

Hoover Financial Advisors first reported a position in VTR in Q2 2020 and has held it in 4 quarters since. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

  • Hoover Financial Advisors held 550 shares of Ventas worth $31K as of Q2 2021.
  • Hoover Financial Advisors left its Ventas share count unchanged in Q2 2021.
  • Ventas made up 0.01% of Hoover Financial Advisors's portfolio in Q2 2021, its #343 holding.
  • Hoover Financial Advisors first reported a position in Ventas in Q2 2020 and has held it in 4 quarters since.
  • 647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

Based on Hoover Financial Advisors's 13F filing for Q2 2021, filed 28 Jul 2021.