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Meitav Investment House’s Ventas VTR Stock Holding History

Meitav Investment House’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
2021
Q2 		– Sell
-20,397
Closed -$1.09K – 439
2021
Q1 		$1.09K Buy
20,397
+109
+0.5% +$5.59K 0.03% 208
2020
Q4 		$995K Sell
20,288
-18,681
-48% -$864K 0.04% 174
2020
Q3 		$1.64M Sell
38,969
-4,434
-10% -$177K 0.08% 122
2020
Q2 		$1.59M Buy
43,403
+22,193
+105% +$733K 0.1% 112
2020
Q1 		$568K Buy
21,210
+2,144
+11% +$106K 0.04% 210
2019
Q4 		$1.1M Buy
+19,066
New +$1.2M 0.08% 156

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
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 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
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

Meitav Investment House's VTR Position: Q2 2021 in Review

Meitav Investment House sold out of Ventas (VTR) in Q2 2021, closing a stake of 20,397 shares — an estimated $1.09K sold.

Meitav Investment House first reported a position in VTR in Q4 2019 and held it in 6 quarters. The position peaked at $1.64M in Q3 2020. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

  • Meitav Investment House reported no remaining Ventas position as of Q2 2021 after selling out during the quarter.
  • Meitav Investment House sold 20,397 Ventas shares in Q2 2021, an estimated $1.09K.
  • Meitav Investment House first reported a position in Ventas in Q4 2019 and held it in 6 quarters.
  • Meitav Investment House's Ventas position peaked at $1.64M in Q3 2020.
  • 647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

Based on Meitav Investment House's 13F filing for Q2 2021, filed 5 Aug 2021.