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Jaffetilchin Investment Partners’s Ventas VTR Stock Holding History

Jaffetilchin Investment Partners’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
2019
Q4 		– Sell
-2,991
Closed -$218K – 252
2019
Q3 		$218K Sell
2,991
-201
-6% -$14.3K 0.05% 205
2019
Q2 		$218K Sell
3,192
-112
-3% -$7.14K 0.05% 236
2019
Q1 		$211K Sell
3,304
-2,107
-39% -$132K 0.05% 268
2018
Q4 		$317K Buy
+5,411
New +$319K 0.08% 176

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
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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jaffetilchin Investment Partners's VTR Position: Q4 2019 in Review

Jaffetilchin Investment Partners sold out of Ventas (VTR) in Q4 2019, closing a stake of 2,991 shares — an estimated $218K sold.

Jaffetilchin Investment Partners first reported a position in VTR in Q4 2018 and held it in 4 quarters. The position peaked at $317K in Q4 2018. 783 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

  • Jaffetilchin Investment Partners reported no remaining Ventas position as of Q4 2019 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 2,991 Ventas shares in Q4 2019, an estimated $218K.
  • Jaffetilchin Investment Partners first reported a position in Ventas in Q4 2018 and held it in 4 quarters.
  • Jaffetilchin Investment Partners's Ventas position peaked at $317K in Q4 2018.
  • 783 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Jaffetilchin Investment Partners's 13F filing for Q4 2019, filed 28 Jan 2020.