MPS Loria Financial Planners’s Ventas VTR Stock Holding History

MPS Loria Financial Planners’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	-37	Closed	-$1K	–	553
2021 Q1	$1K	Hold	37	–	–	﹤0.01%	542
2020 Q4	$2K	Buy	+37	New	+$1.71K	﹤0.01%	495

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

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

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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return

MPS Loria Financial Planners's VTR Position: Q2 2021 in Review

MPS Loria Financial Planners sold out of Ventas (VTR) in Q2 2021, closing a stake of 37 shares — an estimated $1K sold.

MPS Loria Financial Planners first reported a position in VTR in Q4 2020 and held it in 2 quarters. The position peaked at $2K in Q4 2020. 647 funds tracked by Wall St. Rank hold VTR as of Q2 2021.

MPS Loria Financial Planners reported no remaining Ventas position as of Q2 2021 after selling out during the quarter.
MPS Loria Financial Planners sold 37 Ventas shares in Q2 2021, an estimated $1K.
MPS Loria Financial Planners first reported a position in Ventas in Q4 2020 and held it in 2 quarters.
MPS Loria Financial Planners's Ventas position peaked at $2K in Q4 2020.
647 funds tracked by Wall St. Rank held Ventas as of Q2 2021.

Based on MPS Loria Financial Planners's 13F filing for Q2 2021, filed 20 Jul 2021.