Kapitalo Investimentos’s Ventas VTR Stock Holding History

Kapitalo Investimentos’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
2025 Q1	–	Sell	-6,459	Closed	-$380K	–	320
2024 Q4	$380K	Buy	+6,459	New	+$406K	0.25%	33

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

Kapitalo Investimentos's VTR Position: Q1 2025 in Review

Kapitalo Investimentos sold out of Ventas (VTR) in Q1 2025, closing a stake of 6,459 shares — an estimated $380K sold.

Kapitalo Investimentos first reported a position in VTR in Q4 2024 and held it in 1 quarter. The position peaked at $380K in Q4 2024. 806 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

Kapitalo Investimentos reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
Kapitalo Investimentos sold 6,459 Ventas shares in Q1 2025, an estimated $380K.
Kapitalo Investimentos first reported a position in Ventas in Q4 2024 and held it in 1 quarter.
Kapitalo Investimentos's Ventas position peaked at $380K in Q4 2024.
806 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Kapitalo Investimentos's 13F filing for Q1 2025, filed 7 May 2025.