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Mariner Independent Advisor Network’s Ventas VTR Stock Holding History

Mariner Independent Advisor Network’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
Q2 		– Sell
-23,937
Closed -$1.5M – 389
2019
Q1 		$1.5M Buy
23,937
+25
+0.1% +$1.56K 0.13% 176
2018
Q4 		$1.43M Buy
23,912
+546
+2% +$32.2K 0.13% 176
2018
Q3 		$1.27M Buy
+23,366
New +$1.35M 0.16% 131

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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Mariner Independent Advisor Network's VTR Position: Q2 2019 in Review

Mariner Independent Advisor Network sold out of Ventas (VTR) in Q2 2019, closing a stake of 23,937 shares — an estimated $1.5M sold.

Mariner Independent Advisor Network first reported a position in VTR in Q3 2018 and held it in 3 quarters. The position peaked at $1.5M in Q1 2019. 755 funds tracked by Wall St. Rank hold VTR as of Q2 2019.

  • Mariner Independent Advisor Network reported no remaining Ventas position as of Q2 2019 after selling out during the quarter.
  • Mariner Independent Advisor Network sold 23,937 Ventas shares in Q2 2019, an estimated $1.5M.
  • Mariner Independent Advisor Network first reported a position in Ventas in Q3 2018 and held it in 3 quarters.
  • Mariner Independent Advisor Network's Ventas position peaked at $1.5M in Q1 2019.
  • 755 funds tracked by Wall St. Rank held Ventas as of Q2 2019.

Based on Mariner Independent Advisor Network's 13F filing for Q2 2019, filed 13 Aug 2019.