Laurie J. Hall Trustee’s Ventas VTR Stock Holding History

Laurie J. Hall Trustee’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	-50	Closed	-$3K	–	235
2024 Q4	$3K	Hold	50	–	–	﹤0.01%	245
2024 Q3	$3K	Hold	50	–	–	﹤0.01%	252
2024 Q2	$3K	Hold	50	–	–	﹤0.01%	240
2024 Q1	$2K	Hold	50	–	–	﹤0.01%	245
2023 Q4	$2K	Hold	50	–	–	﹤0.01%	249
2023 Q3	$2K	Hold	50	–	–	﹤0.01%	249
2023 Q2	$2K	Hold	50	–	–	﹤0.01%	257
2023 Q1	$2K	Hold	50	–	–	﹤0.01%	251
2022 Q4	$2K	Hold	50	–	–	﹤0.01%	290
2022 Q3	$2K	Hold	50	–	–	﹤0.01%	302
2022 Q2	$3K	Hold	50	–	–	﹤0.01%	300
2022 Q1	$3K	Hold	50	–	–	﹤0.01%	307
2021 Q4	$3K	Hold	50	–	–	﹤0.01%	311
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	311
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	313
2021 Q1	$3K	Hold	50	–	–	﹤0.01%	319
2020 Q4	$2K	Hold	50	–	–	﹤0.01%	325
2020 Q3	$2K	Buy	+50	New	+$2K	﹤0.01%	310
2019 Q4	$3K	Hold	50	–	–	﹤0.01%	316
2019 Q3	$4K	Hold	50	–	–	﹤0.01%	299
2019 Q2	$3K	Hold	50	–	–	﹤0.01%	316
2019 Q1	$3K	Hold	50	–	–	﹤0.01%	316
2018 Q4	$3K	Hold	50	–	–	﹤0.01%	316
2018 Q3	$3K	Hold	50	–	–	﹤0.01%	344
2018 Q2	$3K	Hold	50	–	–	﹤0.01%	344
2018 Q1	$2K	Hold	50	–	–	﹤0.01%	351
2017 Q4	$3K	Hold	50	–	–	﹤0.01%	344
2017 Q3	$3.26K	Hold	50	–	–	﹤0.01%	292
2017 Q2	$3.47K	Hold	50	–	–	﹤0.01%	290
2017 Q1	$3.23K	Hold	50	–	–	﹤0.01%	291
2016 Q4	$3K	Buy	+50	New	+$3.17K	﹤0.01%	287

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

Laurie J. Hall Trustee's VTR Position: Q1 2025 in Review

Laurie J. Hall Trustee sold out of Ventas (VTR) in Q1 2025, closing a stake of 50 shares — an estimated $3K sold.

Laurie J. Hall Trustee first reported a position in VTR in Q4 2016 and held it in 31 quarters. The position peaked at $4K in Q3 2019. 805 funds tracked by Wall St. Rank hold VTR as of Q1 2025.

Laurie J. Hall Trustee reported no remaining Ventas position as of Q1 2025 after selling out during the quarter.
Laurie J. Hall Trustee sold 50 Ventas shares in Q1 2025, an estimated $3K.
Laurie J. Hall Trustee first reported a position in Ventas in Q4 2016 and held it in 31 quarters.
Laurie J. Hall Trustee's Ventas position peaked at $4K in Q3 2019.
805 funds tracked by Wall St. Rank held Ventas as of Q1 2025.

Based on Laurie J. Hall Trustee's 13F filing for Q1 2025, filed 15 May 2025.