Investors Research Corp’s Ventas VTR Stock Holding History

Investors Research Corp’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 Q3	–	Sell	-36	Closed	-$1.84K	–	1059
2024 Q2	$1.84K	Hold	36	–	–	﹤0.01%	943
2024 Q1	$1.57K	Hold	36	–	–	﹤0.01%	921
2023 Q4	$1.79K	Hold	36	–	–	﹤0.01%	950
2023 Q3	$1.52K	Hold	36	–	–	﹤0.01%	964
2023 Q2	$1.7K	Hold	36	–	–	﹤0.01%	975
2023 Q1	$1.56K	Hold	36	–	–	﹤0.01%	1009
2022 Q4	$1.62K	Hold	36	–	–	﹤0.01%	1007
2022 Q3	$1K	Hold	36	–	–	﹤0.01%	1065
2022 Q2	$2K	Hold	36	–	–	﹤0.01%	999
2022 Q1	$2K	Buy	+36	New	+$1.97K	﹤0.01%	950
2021 Q1	–	Sell	-500	Closed	-$25K	–	1081
2020 Q4	$25K	Hold	500	–	–	0.01%	684
2020 Q3	$21K	Hold	500	–	–	0.01%	689
2020 Q2	$18K	Hold	500	–	–	0.01%	697
2020 Q1	$13K	Hold	500	–	–	0.01%	724
2019 Q4	$29K	Hold	500	–	–	0.01%	622
2019 Q3	$37K	Hold	500	–	–	0.02%	565
2019 Q2	$34K	Hold	500	–	–	0.02%	575
2019 Q1	$32K	Buy	+500	New	+$31.2K	0.02%	569

Other funds holding VTR

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Resolution Capital Sydney, NSW, Australia $4.76B AUM 10.22% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Investors Research Corp's VTR Position: Q3 2024 in Review

Investors Research Corp sold out of Ventas (VTR) in Q3 2024, closing a stake of 36 shares — an estimated $1.84K sold.

Investors Research Corp first reported a position in VTR in Q1 2019 and held it in 18 quarters. The position peaked at $37K in Q3 2019. 721 funds tracked by Wall St. Rank hold VTR as of Q3 2024.

Investors Research Corp reported no remaining Ventas position as of Q3 2024 after selling out during the quarter.
Investors Research Corp sold 36 Ventas shares in Q3 2024, an estimated $1.84K.
Investors Research Corp first reported a position in Ventas in Q1 2019 and held it in 18 quarters.
Investors Research Corp's Ventas position peaked at $37K in Q3 2019.
721 funds tracked by Wall St. Rank held Ventas as of Q3 2024.

Based on Investors Research Corp's 13F filing for Q3 2024, filed 12 Nov 2024.