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Investment Research & Advisory Group’s Ventas VTR Stock Holding History

Investment Research & Advisory 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
2022
Q1 		– Sell
-383
Closed -$20K – 200
2021
Q4 		$20K Hold
383
– – 0.01% 133
2021
Q3 		$21K Hold
383
– – 0.01% 120
2021
Q2 		$22K Hold
383
– – 0.01% 125
2021
Q1 		$20K Hold
383
– – 0.01% 118
2020
Q4 		$19K Hold
383
– – 0.01% 119
2020
Q3 		$16K Hold
383
– – 0.01% 121
2020
Q2 		$14K Hold
383
– – 0.01% 124
2020
Q1 		$10K Hold
383
– – 0.01% 124
2019
Q4 		$22K Buy
+383
New +$24.1K 0.02% 130

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
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
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
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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

Investment Research & Advisory Group's VTR Position: Q1 2022 in Review

Investment Research & Advisory Group sold out of Ventas (VTR) in Q1 2022, closing a stake of 383 shares — an estimated $20K sold.

Investment Research & Advisory Group first reported a position in VTR in Q4 2019 and held it in 9 quarters. The position peaked at $22K in Q2 2021. 658 funds tracked by Wall St. Rank hold VTR as of Q1 2022.

  • Investment Research & Advisory Group reported no remaining Ventas position as of Q1 2022 after selling out during the quarter.
  • Investment Research & Advisory Group sold 383 Ventas shares in Q1 2022, an estimated $20K.
  • Investment Research & Advisory Group first reported a position in Ventas in Q4 2019 and held it in 9 quarters.
  • Investment Research & Advisory Group's Ventas position peaked at $22K in Q2 2021.
  • 658 funds tracked by Wall St. Rank held Ventas as of Q1 2022.

Based on Investment Research & Advisory Group's 13F filing for Q1 2022, filed 25 Apr 2022.