Kaizen Advisory’s Ventas VTR Stock Holding History

Kaizen Advisory’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
2018 Q4	$59K	Buy	1,007 +218	+28%	+$12.9K	0.04%	303
2018 Q3	$43K	Hold	789	–	–	0.02%	364
2018 Q2	$45K	Buy	789 +445	+129%	+$23.3K	0.02%	354
2018 Q1	$17K	Hold	344	–	–	0.02%	368
2017 Q4	$21K	Buy	+344	New	+$21.7K	0.01%	321

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

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

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 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

Kaizen Advisory's VTR Position: Q4 2018 in Review

Kaizen Advisory increased its Ventas (VTR) stake by 28% in Q4 2018, buying an estimated $12.9K and bringing the position to 1,007 shares worth $59K. The position accounts for 0.04% of the portfolio, ranked #303.

Kaizen Advisory first reported a position in VTR in Q4 2017 and has held it in 5 quarters since. 737 funds tracked by Wall St. Rank hold VTR as of Q4 2018.

Kaizen Advisory held 1,007 shares of Ventas worth $59K as of Q4 2018.
Kaizen Advisory bought 218 Ventas shares in Q4 2018, an estimated $12.9K.
Ventas made up 0.04% of Kaizen Advisory's portfolio in Q4 2018, its #303 holding.
Kaizen Advisory first reported a position in Ventas in Q4 2017 and has held it in 5 quarters since.
737 funds tracked by Wall St. Rank held Ventas as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.