KCPG
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Kavar Capital Partners Group’s Ventas VTR Stock Holding History

Kavar Capital Partners Group’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
Q3 		– Sell
-400
Closed -$27K – 448
2019
Q2 		$27K Buy
+400
New +$25.5K 0.01% 281
2014
Q2 		– Sell
-659
Closed -$45K – 440
2014
Q1 		$45K Sell
659
-875
-57% -$60.8K 0.04% 208
2013
Q4 		$100K Buy
+1,534
New +$107K 0.09% 150

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
AAMU
APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Kavar Capital Partners Group's VTR Position: Q3 2019 in Review

Kavar Capital Partners Group sold out of Ventas (VTR) in Q3 2019, closing a stake of 400 shares — an estimated $27K sold.

Kavar Capital Partners Group first reported a position in VTR in Q4 2013 and held it in 3 quarters. The position peaked at $100K in Q4 2013. 739 funds tracked by Wall St. Rank hold VTR as of Q3 2019.

  • Kavar Capital Partners Group reported no remaining Ventas position as of Q3 2019 after selling out during the quarter.
  • Kavar Capital Partners Group sold 400 Ventas shares in Q3 2019, an estimated $27K.
  • Kavar Capital Partners Group first reported a position in Ventas in Q4 2013 and held it in 3 quarters.
  • Kavar Capital Partners Group's Ventas position peaked at $100K in Q4 2013.
  • 739 funds tracked by Wall St. Rank held Ventas as of Q3 2019.

Based on Kavar Capital Partners Group's 13F filing for Q3 2019, filed 12 Nov 2019.