Lenox Wealth Advisors’s Ventas VTR Stock Holding History

Lenox Wealth Advisors’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
2022 Q1	$2K	Buy	32 +15	+88%	+$820	﹤0.01%	672
2021 Q4	$1K	Buy	17 +16	+1,600%	+$836	﹤0.01%	923
2021 Q3	$0	Hold	1	–	–	﹤0.01%	799
2021 Q2	$0	Buy	+1	New	+$56	﹤0.01%	803
2021 Q1	–	Sell	-171	Closed	-$8K	–	764
2020 Q4	$8K	Buy	+171	New	+$7.91K	﹤0.01%	455
2020 Q1	–	Sell	-310	Closed	-$18K	–	940
2019 Q4	$18K	Buy	310 +6	+2%	+$377	﹤0.01%	353
2019 Q3	$22K	Buy	+304	New	+$21.6K	﹤0.01%	289

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

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

AAMU

APG Asset Management US New York $13B AUM 5.3% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

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

Lenox Wealth Advisors's VTR Position: Q1 2022 in Review

Lenox Wealth Advisors increased its Ventas (VTR) stake by 88% in Q1 2022, buying an estimated $820 and bringing the position to 32 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #672.

Lenox Wealth Advisors first reported a position in VTR in Q3 2019 and has held it in 7 quarters since. The position peaked at $22K in Q3 2019. 659 funds tracked by Wall St. Rank hold VTR as of Q1 2022.

Lenox Wealth Advisors held 32 shares of Ventas worth $2K as of Q1 2022.
Lenox Wealth Advisors bought 15 Ventas shares in Q1 2022, an estimated $820.
Ventas made up ﹤0.01% of Lenox Wealth Advisors's portfolio in Q1 2022, its #672 holding.
Lenox Wealth Advisors first reported a position in Ventas in Q3 2019 and has held it in 7 quarters since.
Lenox Wealth Advisors's Ventas position peaked at $22K in Q3 2019.
659 funds tracked by Wall St. Rank held Ventas as of Q1 2022.

Based on Lenox Wealth Advisors's 13F filing for Q1 2022, filed 14 Apr 2022.