HFRG
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Houlihan Financial Resource Group’s Ventas VTR Stock Holding History

Houlihan Financial Resource Group’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
2020
Q3 		$31K Buy
+650
New +$26K 0.02% 209

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Houlihan Financial Resource Group's VTR Position: Q3 2020 in Review

Houlihan Financial Resource Group opened a new position in Ventas (VTR) in Q3 2020: 650 shares worth $31K. The stake represents 0.02% of the portfolio and ranks #209 among its holdings.

585 funds tracked by Wall St. Rank hold VTR as of Q3 2020.

  • Houlihan Financial Resource Group held 650 shares of Ventas worth $31K as of Q3 2020.
  • Ventas was a new Houlihan Financial Resource Group position in Q3 2020.
  • Ventas made up 0.02% of Houlihan Financial Resource Group's portfolio in Q3 2020, its #209 holding.
  • 585 funds tracked by Wall St. Rank held Ventas as of Q3 2020.

Based on Houlihan Financial Resource Group's 13F filing for Q3 2020, filed 13 Nov 2020.