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Householder Group Estate & Retirement Specialist’s Ventas VTR Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$3K Sell
55
-3
-5% -$189 ﹤0.01% 466
2024
Q3 		$3K Hold
58
– – ﹤0.01% 1012
2024
Q2 		$2K Hold
58
– – ﹤0.01% 1095
2024
Q1 		$2.53K Hold
58
– – ﹤0.01% 1019
2023
Q4 		$2K Hold
58
– – ﹤0.01% 1029
2023
Q3 		$2.44K Buy
+58
New +$2.61K ﹤0.01% 1044
2023
Q1 		$3K Hold
58
– – ﹤0.01% 1055
2022
Q4 		$2K Sell
58
-55
-49% -$2.32K ﹤0.01% 323
2022
Q3 		$4K Buy
+113
New +$5.55K ﹤0.01% 908

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 $204B AUM 27.99% 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 $1.88B AUM 29.07% 1-Year Est. Return
RC
Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's VTR Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Ventas (VTR) stake by 5.2% in Q4 2024, selling an estimated $189 and leaving 55 shares worth $3K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

Householder Group Estate & Retirement Specialist first reported a position in VTR in Q3 2022 and has held it in 9 quarters since. The position peaked at $4K in Q3 2022. 758 funds tracked by Wall St. Rank hold VTR as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 55 shares of Ventas worth $3K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 3 Ventas shares in Q4 2024, an estimated $189.
  • Ventas made up ﹤0.01% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #466 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Ventas in Q3 2022 and has held it in 9 quarters since.
  • Householder Group Estate & Retirement Specialist's Ventas position peaked at $4K in Q3 2022.
  • 758 funds tracked by Wall St. Rank held Ventas as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.