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Independent Financial Group’s Ventas VTR Stock Holding History

Independent Financial 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
2021
Q4 		– Sell
-7,489
Closed -$413K – 838
2021
Q3 		$413K Buy
7,489
+756
+11% +$43.3K 0.04% 415
2021
Q2 		$384K Buy
6,733
+1,046
+18% +$58.4K 0.04% 450
2021
Q1 		$303K Buy
+5,687
New +$292K 0.04% 464

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
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
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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Independent Financial Group's VTR Position: Q4 2021 in Review

Independent Financial Group sold out of Ventas (VTR) in Q4 2021, closing a stake of 7,489 shares — an estimated $413K sold.

Independent Financial Group first reported a position in VTR in Q1 2021 and held it in 3 quarters. The position peaked at $413K in Q3 2021. 633 funds tracked by Wall St. Rank hold VTR as of Q4 2021.

  • Independent Financial Group reported no remaining Ventas position as of Q4 2021 after selling out during the quarter.
  • Independent Financial Group sold 7,489 Ventas shares in Q4 2021, an estimated $413K.
  • Independent Financial Group first reported a position in Ventas in Q1 2021 and held it in 3 quarters.
  • Independent Financial Group's Ventas position peaked at $413K in Q3 2021.
  • 633 funds tracked by Wall St. Rank held Ventas as of Q4 2021.

Based on Independent Financial Group's 13F filing for Q4 2021, filed 15 Jun 2026.