Jupiter Investment Management’s Ventas VTR Stock Holding History

Jupiter Investment Management’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	-8,059	Closed	-$588K	–	519
2019 Q3	$588K	Buy	+8,059	New	+$572K	0.01%	378
2017 Q1	–	Sell	-53,692	Closed	-$3.36M	–	481
2016 Q4	$3.36M	Hold	53,692	–	–	0.06%	168
2016 Q3	$3.79M	Buy	+53,692	New	+$3.9M	0.07%	181
2015 Q3	–	Sell	-15,500	Closed	-$1.1M	–	410
2015 Q2	$1.1M	Buy	+15,500	New	+$1.21M	0.03%	173
2014 Q3	–	Sell	-21,717	Closed	-$1.59M	–	405
2014 Q2	$1.59M	Buy	21,717 +15,149	+231%	+$1.13M	0.09%	189
2014 Q1	$454K	Buy	+6,568	New	+$457K	0.03%	279

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Jupiter Investment Management's VTR Position: Q4 2019 in Review

Jupiter Investment Management sold out of Ventas (VTR) in Q4 2019, closing a stake of 8,059 shares — an estimated $588K sold.

Jupiter Investment Management first reported a position in VTR in Q1 2014 and held it in 6 quarters. The position peaked at $3.79M in Q3 2016. 782 funds tracked by Wall St. Rank hold VTR as of Q4 2019.

Jupiter Investment Management reported no remaining Ventas position as of Q4 2019 after selling out during the quarter.
Jupiter Investment Management sold 8,059 Ventas shares in Q4 2019, an estimated $588K.
Jupiter Investment Management first reported a position in Ventas in Q1 2014 and held it in 6 quarters.
Jupiter Investment Management's Ventas position peaked at $3.79M in Q3 2016.
782 funds tracked by Wall St. Rank held Ventas as of Q4 2019.

Based on Jupiter Investment Management's 13F filing for Q4 2019, filed 3 Feb 2020.