Moisand Fitzgerald Tamayo’s Ventas VTR Stock Holding History

Moisand Fitzgerald Tamayo’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
2023 Q4	–	Sell	-83	Closed	-$3.5K	–	819
2023 Q3	$3.5K	Hold	83	–	–	﹤0.01%	481
2023 Q2	$3.92K	Hold	83	–	–	﹤0.01%	438
2023 Q1	$3.6K	Hold	83	–	–	﹤0.01%	459
2022 Q4	$3.74K	Buy	83 +38	+84%	+$1.6K	﹤0.01%	443
2022 Q3	$2K	Buy	+45	New	+$2.21K	﹤0.01%	549
2016 Q1	–	Hold	0	–	–	–	182
2015 Q4	–	Hold	0	–	–	–	175

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CIM

Centersquare Investment Management Conshohocken, Pennsylvania $9.67B AUM 5.55% 1-Year Est. Return

Moisand Fitzgerald Tamayo's VTR Position: Q4 2023 in Review

Moisand Fitzgerald Tamayo sold out of Ventas (VTR) in Q4 2023, closing a stake of 83 shares — an estimated $3.5K sold.

Moisand Fitzgerald Tamayo first reported a position in VTR in Q3 2022 and held it in 5 quarters. The position peaked at $3.92K in Q2 2023. 659 funds tracked by Wall St. Rank hold VTR as of Q4 2023.

Moisand Fitzgerald Tamayo reported no remaining Ventas position as of Q4 2023 after selling out during the quarter.
Moisand Fitzgerald Tamayo sold 83 Ventas shares in Q4 2023, an estimated $3.5K.
Moisand Fitzgerald Tamayo first reported a position in Ventas in Q3 2022 and held it in 5 quarters.
Moisand Fitzgerald Tamayo's Ventas position peaked at $3.92K in Q2 2023.
659 funds tracked by Wall St. Rank held Ventas as of Q4 2023.

Based on Moisand Fitzgerald Tamayo's 13F filing for Q4 2023, filed 18 Jan 2024.